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 | $4,406 | $45,035-90.2% | $62,995-93.0% | $70,131-93.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.88% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $335 | $2,051-83.7% | $2,759-87.9% | $2,342-85.7% |
| Participant deferral / active EE | $1,472 | $2,465-40.3% | $3,329-55.8% | $3,332-55.8% |
| Admin fee / account holder | $149 | $2,834-94.8% | $3,600-95.9% | $4,645-96.8% |