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 | $1,572 | $50,958-96.9% | $74,550-97.9% | $64,186-97.6% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $181 | $1,115-83.8% | $1,961-90.8% | $2,381-92.4% |
| Participant deferral / active EE | $1,718 | $2,301-25.3% | $3,108-44.7% | $3,470-50.5% |
| Admin fee / account holder | $26 | $4,223-99.4% | $5,060-99.5% | $4,888-99.5% |