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 | $4,305 | $133,922-96.8% | $116,228-96.3% | $142,382-97.0% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.6%+1.6pp | 80.1%-3.9pp |
| Annual return | 24.36% | 147.76%-123.4pp | 90.06%-65.7pp | 217.08%-192.7pp |
| Employer contribution / active EE | $573 | $3,446-83.4% | $2,994-80.9% | $4,299-86.7% |
| Participant deferral / active EE | $1,685 | $5,672-70.3% | $4,953-66.0% | $6,507-74.1% |
| Admin fee / account holder | $65 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |