See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,493 | $157,256+130.5% | $141,162+156.8% | $152,861+137.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 12.13% | 64.32%-52.2pp | 71.39%-59.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $2,664 | $5,261-49.4% | $4,735-43.7% | $4,762-44.1% |
| Participant deferral / active EE | $10,000 | $7,109+40.7% | $6,709+49.1% | $5,850+70.9% |
| Admin fee / account holder | $47 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |