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 | $301,017 | $209,411+43.7% | $178,490+68.6% | $158,922+89.4% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -10.17% | 188.75%-198.9pp | 151.07%-161.2pp | 302.83%-313.0pp |
| Employer contribution / active EE | $2,909 | $5,706-49.0% | $5,011-41.9% | $4,761-38.9% |
| Participant deferral / active EE | $7,618 | $5,954+27.9% | $5,202+46.5% | $5,982+27.4% |
| Admin fee / account holder | $100 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |