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 | $22,897 | $110,094-79.2% | $151,611-84.9% | $68,494-66.6% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | -13.82% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,134 | $4,471-74.6% | $6,166-81.6% | $2,596-56.3% |
| Participant deferral / active EE | $3,686 | $6,527-43.5% | $8,363-55.9% | $4,027-8.5% |
| Admin fee / account holder | $133 | $7,719-98.3% | $11,616-98.9% | $5,403-97.5% |