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 | $503,636 | $118,849+323.8% | $96,562+421.6% | $167,490+200.7% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 3.05% | 50.49%-47.4pp | 37.78%-34.7pp | 478.56%-475.5pp |
| Employer contribution / active EE | $1,420 | $3,120-54.5% | $2,356-39.8% | $4,837-70.7% |
| Participant deferral / active EE | $2,189 | $4,616-52.6% | $3,849-43.1% | $6,341-65.5% |
| Admin fee / account holder | $15 | $8,065-99.8% | $6,181-99.8% | $12,309-99.9% |