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 5-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 | $5,128 | $54,350-90.6% | $82,719-93.8% | $68,494-92.5% |
| Participation rate | 72.6% | 63.9%+8.7pp | 72.6%+0.1pp | 67.9%+4.7pp |
| Annual return | -17.01% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,528 | $3,246-22.1% | $4,395-42.5% | $4,027-37.2% |
| Admin fee / account holder | $289 | $4,395-93.4% | $5,329-94.6% | $5,403-94.6% |