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 4-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 | $8,077 | $118,450-93.2% | $98,439-91.8% | $139,434-94.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 20.50% | 18.94%+1.6pp | 21.16%-0.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $644 | $3,609-82.2% | $3,048-78.9% | $4,751-86.4% |
| Participant deferral / active EE | $4,160 | $5,392-22.9% | $4,738-12.2% | $6,710-38.0% |
| Admin fee / account holder | $209 | $14,026-98.5% | $8,948-97.7% | $11,403-98.2% |