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 4-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 | $10,754 | $110,257-90.2% | $96,544-88.9% | $139,434-92.3% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.0pp | 80.3%-6.4pp |
| Annual return | 19.65% | 26.32%-6.7pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,066 | $5,548-44.7% | $4,851-36.8% | $6,710-54.3% |
| Admin fee / account holder | $266 | $11,591-97.7% | $8,252-96.8% | $11,403-97.7% |