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 | $16,874 | $154,117-89.1% | $129,995-87.0% | $139,434-87.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 19.74% | 32.48%-12.7pp | -137.18%+156.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $992 | $5,289-81.2% | $4,320-77.0% | $4,751-79.1% |
| Participant deferral / active EE | $4,066 | $6,710-39.4% | $5,820-30.1% | $6,710-39.4% |
| Admin fee / account holder | $149 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |