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 | $2,036,063 | $54,705+3621.9% | $71,209+2759.3% | $84,808+2300.8% |
| Participation rate | 3.3% | 64.1%-60.7pp | 73.8%-70.4pp | 68.3%-65.0pp |
| Annual return | 5.35% | 35.90%-30.5pp | 282.51%-277.2pp | 40.90%-35.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |