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 | $13,004 | $74,927-82.6% | $101,794-87.2% | $84,808-84.7% |
| Participation rate | 79.5% | 61.4%+18.1pp | 69.2%+10.3pp | 68.3%+11.2pp |
| Annual return | 20.85% | 18.70%+2.1pp | 30.53%-9.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,277 | $3,099+38.0% | $4,084+4.7% | $4,212+1.6% |
| Admin fee / account holder | $177 | $6,514-97.3% | $8,777-98.0% | $7,344-97.6% |