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 | $8,182 | $97,757-91.6% | $83,848-90.2% | $135,375-94.0% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $492 | $4,222-88.4% | $3,631-86.5% | $4,779-89.7% |
| Participant deferral / active EE | $5,243 | $4,682+12.0% | $4,082+28.5% | $5,609-6.5% |
| Admin fee / account holder | $17 | $6,674-99.7% | $5,478-99.7% | $10,827-99.8% |