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 3-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 | $1,578 | $57,541-97.3% | $95,745-98.4% | $75,163-97.9% |
| Participation rate | 75.0% | 62.5%+12.5pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,149 | $3,074-62.6% | $4,245-72.9% | $4,125-72.2% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |