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 6-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 | $858,393 | $178,174+381.8% | $156,181+449.6% | $137,256+525.4% |
| Participation rate | 6.7% | 82.0%-75.4pp | 78.8%-72.2pp | 80.0%-73.3pp |
| Annual return | -26.62% | 84.19%-110.8pp | 64.87%-91.5pp | 220.34%-247.0pp |
| Employer contribution / active EE | $1,351 | $4,972-72.8% | $4,294-68.5% | $4,156-67.5% |
| Participant deferral / active EE | $6,394 | $6,888-7.2% | $6,132+4.3% | $6,407-0.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |