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 10-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 | $17,286 | $78,422-78.0% | $95,952-82.0% | $79,858-78.4% |
| Participation rate | 72.0% | 73.5%-1.5pp | 77.1%-5.1pp | 69.6%+2.4pp |
| Annual return | 27.49% | 19.37%+8.1pp | 91.61%-64.1pp | 31.71%-4.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,397 | $3,440-30.3% | $4,167-42.5% | $3,740-35.9% |
| Admin fee / account holder | $94 | $5,622-98.3% | $6,795-98.6% | $5,306-98.2% |