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 | $10,472 | $77,503-86.5% | $100,391-89.6% | $80,856-87.0% |
| Participation rate | 75.8% | 76.9%-1.2pp | 81.5%-5.7pp | 67.6%+8.1pp |
| Annual return | 29.14% | 37.20%-8.1pp | 49.20%-20.1pp | 35.59%-6.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,445 | $6,820-5.5% | $8,082-20.3% | $4,296+50.0% |
| Admin fee / account holder | $140 | $5,897-97.6% | $7,899-98.2% | $6,918-98.0% |