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 | $3,854 | $42,894-91.0% | $60,874-93.7% | $68,494-94.4% |
| Participation rate | 85.0% | 66.8%+18.2pp | 73.1%+11.9pp | 67.9%+17.1pp |
| Annual return | 37.04% | -13.98%+51.0pp | 16.90%+20.1pp | -7.84%+44.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,233 | $2,867-57.0% | $3,817-67.7% | $4,027-69.4% |
| Admin fee / account holder | $235 | $3,101-92.4% | $3,224-92.7% | $5,403-95.7% |