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 8-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 | $3,609 | $45,073-92.0% | $69,455-94.8% | $72,985-95.1% |
| Participation rate | 70.6% | 68.5%+2.1pp | 74.6%-4.0pp | 69.5%+1.1pp |
| Annual return | 10.42% | 22.65%-12.2pp | 28.97%-18.6pp | 81.00%-70.6pp |
| Employer contribution / active EE | $153 | $2,054-92.5% | $2,779-94.5% | $2,440-93.7% |
| Participant deferral / active EE | $998 | $2,602-61.7% | $3,535-71.8% | $3,607-72.3% |
| Admin fee / account holder | $112 | $3,056-96.3% | $3,839-97.1% | $5,124-97.8% |