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 5-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 | $6,815 | $138,562-95.1% | $246,525-97.2% | $116,875-94.2% |
| Participation rate | 71.1% | 72.8%-1.8pp | 82.0%-10.9pp | 74.5%-3.5pp |
| Annual return | 14.87% | 16.14%-1.3pp | 0.46%+14.4pp | 16.29%-1.4pp |
| Employer contribution / active EE | $203 | $4,835-95.8% | $7,467-97.3% | $3,288-93.8% |
| Participant deferral / active EE | $1,964 | $4,207-53.3% | $5,422-63.8% | $3,885-49.4% |
| Admin fee / account holder | $253 | $18,110-98.6% | $16,551-98.5% | $12,263-97.9% |