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 10-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 | $415,700 | $104,974+296.0% | $95,585+334.9% | $142,382+192.0% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 9.20% | 210.33%-201.1pp | 38.56%-29.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $705 | $2,779-74.6% | $2,527-72.1% | $4,299-83.6% |
| Participant deferral / active EE | $4,000 | $4,352-8.1% | $4,023-0.6% | $6,507-38.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |