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.
Participant 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 | $5,343 | $80,968-93.4% | $96,544-94.5% | $75,163-92.9% |
| Participation rate | 90.2% | 71.8%+18.4pp | 76.0%+14.2pp | 67.2%+23.0pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,467 | $3,928-62.7% | $4,851-69.8% | $4,125-64.4% |
| Admin fee / account holder | $269 | $6,724-96.0% | $8,252-96.7% | $5,651-95.2% |