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 5-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 | $2,592 | $79,944-96.8% | $98,439-97.4% | $75,163-96.6% |
| Participation rate | 82.5% | 70.4%+12.2pp | 75.2%+7.4pp | 67.2%+15.3pp |
| Annual return | 16.89% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,893 | $3,752-49.5% | $4,738-60.0% | $4,125-54.1% |
| Admin fee / account holder | $112 | $6,840-98.4% | $8,948-98.7% | $5,651-98.0% |