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 10-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 | $41,083 | $146,267-71.9% | $197,124-79.2% | $82,448-50.2% |
| Participation rate | 81.4% | 84.0%-2.6pp | 86.7%-5.3pp | 68.1%+13.3pp |
| Annual return | 21.05% | 29.61%-8.6pp | 44.34%-23.3pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,342 | $4,723-71.6% | $6,227-78.4% | $2,551-47.4% |
| Participant deferral / active EE | $4,343 | $7,035-38.3% | $9,135-52.5% | $4,139+4.9% |
| Admin fee / account holder | $176 | $14,422-98.8% | $16,298-98.9% | $7,234-97.6% |