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 7-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 | $9,101 | $46,553-80.5% | $64,056-85.8% | $75,163-87.9% |
| Participation rate | 80.4% | 65.9%+14.5pp | 72.3%+8.1pp | 67.2%+13.2pp |
| Annual return | 20.54% | 26.03%-5.5pp | 33.69%-13.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,398 | $2,837+19.8% | $3,880-12.4% | $4,125-17.6% |
| Admin fee / account holder | $201 | $2,952-93.2% | $3,068-93.5% | $5,651-96.4% |