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 | $4,962 | $60,022-91.7% | $88,946-94.4% | $84,808-94.1% |
| Participation rate | 79.5% | 57.8%+21.6pp | 68.8%+10.6pp | 68.3%+11.2pp |
| Annual return | 116.53% | 22.43%+94.1pp | 57.82%+58.7pp | 40.90%+75.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,297 | $3,114-58.4% | $4,581-71.7% | $4,212-69.2% |
| Admin fee / account holder | $224 | $4,811-95.3% | $8,261-97.3% | $7,344-96.9% |