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 9-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 | $986,603 | $80,717+1122.3% | $154,803+537.3% | $84,808+1063.3% |
| Participation rate | 2.6% | 66.8%-64.2pp | 78.1%-75.5pp | 68.3%-65.7pp |
| Annual return | -13.69% | 37.96%-51.6pp | 58.88%-72.6pp | 40.90%-54.6pp |
| Employer contribution / active EE | $637 | $2,761-76.9% | $4,305-85.2% | $2,631-75.8% |
| Participant deferral / active EE | $2,071 | $3,303-37.3% | $5,540-62.6% | $4,212-50.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |