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 | $5,013 | $69,010-92.7% | $159,960-96.9% | $68,494-92.7% |
| Participation rate | 85.5% | 65.4%+20.0pp | 78.0%+7.5pp | 67.9%+17.6pp |
| Annual return | -16.66% | -9.65%-7.0pp | 408.60%-425.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,169 | $4,212-48.5% | $6,182-64.9% | $4,027-46.1% |
| Admin fee / account holder | $162 | $4,798-96.6% | $8,698-98.1% | $5,403-97.0% |