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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,446 | $114,381-92.6% | $107,525-92.1% | $142,382-94.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 21.22% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $721 | $4,015-82.0% | $3,754-80.8% | $4,299-83.2% |
| Participant deferral / active EE | $1,785 | $5,564-67.9% | $5,116-65.1% | $6,507-72.6% |
| Admin fee / account holder | $82 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |