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 | $2,120 | $60,892-96.5% | $82,389-97.4% | $84,808-97.5% |
| Participation rate | 75.4% | 63.3%+12.1pp | 69.5%+5.8pp | 68.3%+7.1pp |
| Annual return | 20.19% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,445 | $3,179-54.5% | $4,155-65.2% | $4,212-65.7% |
| Admin fee / account holder | $121 | $5,467-97.8% | $7,231-98.3% | $7,344-98.3% |