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 | $15,160 | $71,883-78.9% | $86,677-82.5% | $68,494-77.9% |
| Participation rate | 74.4% | 72.2%+2.1pp | 76.6%-2.2pp | 67.9%+6.5pp |
| Annual return | -18.68% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $453 | $2,173-79.1% | $2,836-84.0% | $2,596-82.5% |
| Participant deferral / active EE | $1,961 | $3,779-48.1% | $4,656-57.9% | $4,027-51.3% |
| Admin fee / account holder | $176 | $6,112-97.1% | $7,493-97.7% | $5,403-96.7% |