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 9-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 | $7,375 | $63,346-88.4% | $92,233-92.0% | $70,131-89.5% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 23.81% | 530.12%-506.3pp | 176.28%-152.5pp | 73.14%-49.3pp |
| Employer contribution / active EE | $127 | $2,471-94.9% | $3,679-96.6% | $2,342-94.6% |
| Participant deferral / active EE | $2,436 | $2,854-14.6% | $3,897-37.5% | $3,332-26.9% |
| Admin fee / account holder | $173 | $3,840-95.5% | $5,194-96.7% | $4,645-96.3% |