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 | $276,618 | $91,190+203.3% | $178,490+55.0% | $79,858+246.4% |
| Participation rate | 30.3% | 69.2%-38.9pp | 81.9%-51.6pp | 69.6%-39.3pp |
| Annual return | -11.86% | 24.19%-36.1pp | 151.07%-162.9pp | 31.71%-43.6pp |
| Employer contribution / active EE | $413 | $3,256-87.3% | $5,011-91.7% | $2,471-83.3% |
| Participant deferral / active EE | $3,097 | $3,236-4.3% | $5,202-40.5% | $3,740-17.2% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |