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 4-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 | $2,268 | $104,664-97.8% | $85,682-97.4% | $167,490-98.6% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $434 | $3,337-87.0% | $2,618-83.4% | $4,837-91.0% |
| Participant deferral / active EE | $2,429 | $4,824-49.7% | $3,923-38.1% | $6,341-61.7% |
| Admin fee / account holder | $71 | $10,032-99.3% | $6,873-99.0% | $12,309-99.4% |