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 10-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 | $16,752 | $50,958-67.1% | $74,550-77.5% | $64,186-73.9% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.1%+27.0pp | 69.6%+26.6pp |
| Annual return | -5.18% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,078 | $2,301-53.1% | $3,108-65.3% | $3,470-68.9% |
| Admin fee / account holder | $17 | $4,223-99.6% | $5,060-99.7% | $4,888-99.6% |