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 9-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 | $496,858 | $158,398+213.7% | $126,539+292.7% | $142,382+249.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 5.87% | 593.76%-587.9pp | 425.95%-420.1pp | 217.08%-211.2pp |
| Employer contribution / active EE | $6,131 | $4,650+31.9% | $3,674+66.9% | $4,299+42.6% |
| Participant deferral / active EE | $15,368 | $4,767+222.4% | $4,083+276.4% | $6,507+136.2% |
| Admin fee / account holder | -$95 | $6,918-101.4% | $6,065-101.6% | $12,624-100.8% |