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 | $5,288 | $111,814-95.3% | $103,374-94.9% | $145,959-96.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.77% | 24.77%-7.0pp | 24.89%-7.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $500 | $4,214-88.1% | $3,869-87.1% | $4,661-89.3% |
| Participant deferral / active EE | $1,798 | $5,618-68.0% | $5,058-64.5% | $6,689-73.1% |
| Admin fee / account holder | $16 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |