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.
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 | $3,801 | $81,460-95.3% | $103,333-96.3% | $80,856-95.3% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $711 | $3,105-77.1% | $3,868-81.6% | $2,755-74.2% |
| Participant deferral / active EE | $2,966 | $3,869-23.3% | $5,057-41.3% | $4,296-30.9% |
| Admin fee / account holder | $62 | $6,566-99.1% | $8,355-99.3% | $6,918-99.1% |