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 | $311,151 | $114,381+172.0% | $107,525+189.4% | $142,382+118.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | -23.90% | 242.71%-266.6pp | 181.32%-205.2pp | 217.08%-241.0pp |
| Employer contribution / active EE | $3,361 | $4,015-16.3% | $3,754-10.5% | $4,299-21.8% |
| Participant deferral / active EE | $10,559 | $5,564+89.8% | $5,116+106.4% | $6,507+62.3% |
| Admin fee / account holder | $120 | $9,860-98.8% | $8,919-98.7% | $12,624-99.0% |