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 4-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 | $201,670 | $165,984+21.5% | $164,813+22.4% | $145,922+38.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.17% | 100.03%-92.9pp | 69.93%-62.8pp | 561.29%-554.1pp |
| Employer contribution / active EE | $30,667 | $5,273+481.6% | $4,341+606.5% | $4,660+558.1% |
| Participant deferral / active EE | $20,333 | $6,959+192.2% | $6,031+237.1% | $6,688+204.0% |
| Admin fee / account holder | $26 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |