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 | $9,528 | $76,000-87.5% | $154,107-93.8% | $64,186-85.2% |
| Participation rate | 70.8% | 70.4%+0.4pp | 83.0%-12.3pp | 69.6%+1.2pp |
| Annual return | -7.75% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $96 | $3,351-97.1% | $5,298-98.2% | $2,381-96.0% |
| Participant deferral / active EE | $1,105 | $3,175-65.2% | $5,081-78.3% | $3,470-68.2% |
| Admin fee / account holder | $142 | $5,596-97.5% | $13,411-98.9% | $4,888-97.1% |