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 | $14,417 | $81,460-82.3% | $103,333-86.0% | $80,856-82.2% |
| Participation rate | 76.8% | 66.8%+9.9pp | 74.5%+2.3pp | 67.6%+9.1pp |
| Annual return | 11.76% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $752 | $3,105-75.8% | $3,868-80.5% | $2,755-72.7% |
| Participant deferral / active EE | $2,460 | $3,869-36.4% | $5,057-51.4% | $4,296-42.7% |
| Admin fee / account holder | $195 | $6,566-97.0% | $8,355-97.7% | $6,918-97.2% |