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.
Participant 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 | $13,707 | $79,944-82.9% | $98,439-86.1% | $75,163-81.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.2%+22.5pp | 67.2%+30.4pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.16%-21.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,366 | $2,264-39.7% | $3,048-55.2% | $2,670-48.8% |
| Participant deferral / active EE | $359 | $3,752-90.4% | $4,738-92.4% | $4,125-91.3% |
| Admin fee / account holder | $220 | $6,840-96.8% | $8,948-97.5% | $5,651-96.1% |