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 3-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.
Participant 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 | $3,647 | $154,365-97.6% | $130,231-97.2% | $139,434-97.4% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.3%-2.9pp | 80.3%-7.0pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,068 | $5,170-79.3% | $4,126-74.1% | $4,751-77.5% |
| Participant deferral / active EE | $1,776 | $8,498-79.1% | $6,799-73.9% | $6,710-73.5% |
| Admin fee / account holder | $188 | $9,214-98.0% | $6,020-96.9% | $11,403-98.4% |