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 6-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 | $12,207 | $73,933-83.5% | $96,683-87.4% | $75,163-83.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 26.49% | 26.70%-0.2pp | 35.69%-9.2pp | 160.62%-134.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,485 | $3,659+49.9% | $4,878+12.4% | $4,125+33.0% |
| Admin fee / account holder | $220 | $5,216-95.8% | $6,730-96.7% | $5,651-96.1% |