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 | $3,094 | $56,053-94.5% | $75,972-95.9% | $80,856-96.2% |
| Participation rate | 94.7% | 62.0%+32.7pp | 69.1%+25.7pp | 67.6%+27.1pp |
| Annual return | 14.91% | 20.53%-5.6pp | 359.55%-344.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $369 | $1,874-80.3% | $2,685-86.3% | $2,755-86.6% |
| Participant deferral / active EE | $2,099 | $3,052-31.2% | $4,255-50.7% | $4,296-51.1% |
| Admin fee / account holder | $259 | $5,234-95.1% | $6,467-96.0% | $6,918-96.3% |