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 | $8,633 | $172,111-95.0% | $150,298-94.3% | $137,256-93.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 26.57% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $778 | $4,636-83.2% | $4,154-81.3% | $4,156-81.3% |
| Participant deferral / active EE | $2,932 | $6,166-52.4% | $5,453-46.2% | $6,407-54.2% |
| Admin fee / account holder | $28 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |