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 | $16,581 | $167,307-90.1% | $143,757-88.5% | $134,475-87.7% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -19.12% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $970 | $5,619-82.7% | $4,951-80.4% | $4,740-79.5% |
| Participant deferral / active EE | $6,649 | $6,446+3.1% | $5,637+17.9% | $6,400+3.9% |
| Admin fee / account holder | $295 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |