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 3-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 | $2,747 | $58,208-95.3% | $81,812-96.6% | $80,856-96.6% |
| Participation rate | 72.2% | 63.4%+8.8pp | 72.3%-0.1pp | 67.6%+4.6pp |
| Annual return | 17.95% | 41.66%-23.7pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $61 | $2,340-97.4% | $2,912-97.9% | $2,755-97.8% |
| Participant deferral / active EE | $1,435 | $3,281-56.3% | $4,319-66.8% | $4,296-66.6% |
| Admin fee / account holder | $131 | $4,981-97.4% | $7,386-98.2% | $6,918-98.1% |