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 | $444,930 | $100,773+341.5% | $88,946+400.2% | $142,382+212.5% |
| Participation rate | 6.3% | 74.3%-68.0pp | 68.8%-62.6pp | 80.1%-73.9pp |
| Annual return | -40.49% | 70.18%-110.7pp | 57.82%-98.3pp | 217.08%-257.6pp |
| Employer contribution / active EE | $746 | $2,918-74.4% | $2,555-70.8% | $4,299-82.6% |
| Participant deferral / active EE | $2,938 | $5,230-43.8% | $4,581-35.9% | $6,507-54.9% |
| Admin fee / account holder | $100 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |