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 | $325,817 | $109,327+198.0% | $89,391+264.5% | $158,922+105.0% |
| Participation rate | 10.0% | 74.3%-64.3pp | 68.0%-58.0pp | 82.0%-72.0pp |
| Annual return | 3.64% | 345.68%-342.0pp | 245.62%-242.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $542 | $3,170-82.9% | $2,586-79.0% | $4,761-88.6% |
| Participant deferral / active EE | $2,600 | $4,598-43.5% | $3,890-33.2% | $5,982-56.5% |
| Admin fee / account holder | $30 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |