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 7-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 | $310,562 | $126,574+145.4% | $106,213+192.4% | $145,922+112.8% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 2.67% | 224.79%-222.1pp | 116.14%-113.5pp | 561.29%-558.6pp |
| Employer contribution / active EE | $1,228 | $3,730-67.1% | $3,171-61.3% | $4,660-73.6% |
| Participant deferral / active EE | $14,615 | $5,724+155.4% | $5,016+191.4% | $6,688+118.5% |
| Admin fee / account holder | $147 | $17,304-99.2% | $11,033-98.7% | $13,397-98.9% |