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 | $1,044,972 | $30,400+3337.4% | $53,898+1838.8% | $84,808+1132.2% |
| Participation rate | 7.4% | 46.4%-39.0pp | 55.0%-47.6pp | 68.3%-60.9pp |
| Annual return | 6.70% | 500.19%-493.5pp | 528.60%-521.9pp | 40.90%-34.2pp |
| Employer contribution / active EE | $208 | $603-65.4% | $932-77.6% | $2,631-92.1% |
| Participant deferral / active EE | $336 | $1,199-72.0% | $1,826-81.6% | $4,212-92.0% |
| Admin fee / account holder | $30 | $1,993-98.5% | $2,491-98.8% | $7,344-99.6% |