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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,026 | $114,381-2.9% | $107,525+3.3% | $142,382-22.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 9.54% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,168 | $4,015-70.9% | $3,754-68.9% | $4,299-72.8% |
| Participant deferral / active EE | $3,528 | $5,564-36.6% | $5,116-31.0% | $6,507-45.8% |
| Admin fee / account holder | $23 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |