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 3-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 | $1,807 | $60,892-97.0% | $82,389-97.8% | $84,808-97.9% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 32.46% | 37.29%-4.8pp | 28.67%+3.8pp | 40.90%-8.4pp |
| Employer contribution / active EE | $164 | $1,779-90.8% | $2,517-93.5% | $2,631-93.8% |
| Participant deferral / active EE | $1,205 | $3,179-62.1% | $4,155-71.0% | $4,212-71.4% |
| Admin fee / account holder | $284 | $5,467-94.8% | $7,231-96.1% | $7,344-96.1% |