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 10-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 | $3,188 | $39,122-91.9% | $57,179-94.4% | $62,891-94.9% |
| Participation rate | 78.0% | 70.5%+7.5pp | 75.3%+2.6pp | 69.3%+8.7pp |
| Annual return | 8.90% | 9.23%-0.3pp | 14.59%-5.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $241 | $1,874-87.1% | $2,682-91.0% | $2,281-89.4% |
| Participant deferral / active EE | $1,018 | $2,374-57.1% | $3,096-67.1% | $3,203-68.2% |
| Admin fee / account holder | $1 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |