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 | $12,537 | $70,002-82.1% | $115,037-89.1% | $52,331-76.0% |
| Participation rate | 88.2% | 72.1%+16.1pp | 81.4%+6.8pp | 68.1%+20.1pp |
| Annual return | 0.42% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $212 | $2,715-92.2% | $4,608-95.4% | $1,882-88.7% |
| Participant deferral / active EE | $3,676 | $4,920-25.3% | $6,026-39.0% | $3,022+21.6% |
| Admin fee / account holder | $100 | $566-82.4% | $8,175-98.8% | $592-83.2% |