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 6-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 | $9,640 | $80,968-88.1% | $96,544-90.0% | $75,163-87.2% |
| Participation rate | 82.9% | 71.8%+11.2pp | 76.0%+7.0pp | 67.2%+15.7pp |
| Annual return | 16.85% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $476 | $2,282-79.1% | $2,965-83.9% | $2,670-82.2% |
| Participant deferral / active EE | $3,004 | $3,928-23.5% | $4,851-38.1% | $4,125-27.2% |
| Admin fee / account holder | $69 | $6,724-99.0% | $8,252-99.2% | $5,651-98.8% |