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 | $4,975 | $78,422-93.7% | $95,952-94.8% | $79,858-93.8% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.6pp | 69.6%+8.0pp |
| Annual return | 39.79% | 19.37%+20.4pp | 91.61%-51.8pp | 31.71%+8.1pp |
| Employer contribution / active EE | $369 | $1,945-81.0% | $2,541-85.5% | $2,471-85.1% |
| Participant deferral / active EE | $1,999 | $3,440-41.9% | $4,167-52.0% | $3,740-46.5% |
| Admin fee / account holder | $73 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |