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 7-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 | $13,844 | $64,707-78.6% | $112,228-87.7% | $68,494-79.8% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -15.56% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $566 | $2,746-79.4% | $3,635-84.4% | $2,596-78.2% |
| Participant deferral / active EE | $2,284 | $3,565-35.9% | $4,728-51.7% | $4,027-43.3% |
| Admin fee / account holder | $104 | $5,232-98.0% | $6,410-98.4% | $5,403-98.1% |