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 | $8,265 | $177,572-95.3% | $154,803-94.7% | $142,382-94.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 22.16% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $765 | $4,810-84.1% | $4,305-82.2% | $4,299-82.2% |
| Participant deferral / active EE | $1,740 | $6,272-72.3% | $5,540-68.6% | $6,507-73.3% |
| Admin fee / account holder | $56 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |