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 8-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 | $467,686 | $175,202+166.9% | $149,673+212.5% | $139,434+235.4% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 7.35% | 166.71%-159.4pp | 134.42%-127.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,170 | $5,474-78.6% | $4,818-75.7% | $4,751-75.4% |
| Participant deferral / active EE | $12,900 | $6,519+97.9% | $5,680+127.1% | $6,710+92.2% |
| Admin fee / account holder | $120 | $16,150-99.3% | $13,210-99.1% | $11,403-98.9% |