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 | $5,620 | $79,449-92.9% | $189,557-97.0% | $85,850-93.5% |
| Participation rate | 81.6% | 66.0%+15.6pp | 78.4%+3.2pp | 69.3%+12.3pp |
| Annual return | 34.67% | 18.45%+16.2pp | 64.17%-29.5pp | 318.53%-283.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,989 | $4,051-50.9% | $6,174-67.8% | $3,952-49.7% |
| Admin fee / account holder | $208 | $5,377-96.1% | $9,807-97.9% | $6,260-96.7% |