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 | $18,417 | $78,520-76.5% | $96,576-80.9% | $82,448-77.7% |
| Participation rate | 84.2% | 77.7%+6.5pp | 81.4%+2.8pp | 68.1%+16.1pp |
| Annual return | 32.85% | 41.30%-8.4pp | 38.47%-5.6pp | 41.64%-8.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,845 | $6,754+16.1% | $7,956-1.4% | $4,139+89.5% |
| Admin fee / account holder | $253 | $13,455-98.1% | $11,381-97.8% | $7,234-96.5% |