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 5-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 | $12,047 | $77,896-84.5% | $134,172-91.0% | $82,448-85.4% |
| Participation rate | 97.8% | 62.8%+35.0pp | 72.5%+25.4pp | 68.1%+29.8pp |
| Annual return | 17.34% | 18.21%-0.9pp | 25.30%-8.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,750 | $3,162-13.0% | $4,690-41.4% | $4,139-33.6% |
| Admin fee / account holder | $235 | $6,336-96.3% | $12,016-98.0% | $7,234-96.8% |