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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,449 | $159,901+15.4% | $146,958+25.5% | $145,922+26.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.38% | 98.13%-92.8pp | 418.34%-413.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,464 | $5,286-72.3% | $4,933-70.3% | $4,660-68.6% |
| Participant deferral / active EE | $3,972 | $8,428-52.9% | $8,070-50.8% | $6,688-40.6% |
| Admin fee / account holder | $45 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |