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 6-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 | $284,690 | $99,877+185.0% | $84,966+235.1% | $145,922+95.1% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 2.36% | 83.76%-81.4pp | 66.38%-64.0pp | 561.29%-558.9pp |
| Employer contribution / active EE | $1,302 | $3,231-59.7% | $2,727-52.3% | $4,660-72.1% |
| Participant deferral / active EE | $6,041 | $5,291+14.2% | $4,519+33.7% | $6,688-9.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |