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 6-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 | $779 | $55,706-98.6% | $75,886-99.0% | $72,985-98.9% |
| Participation rate | 96.7% | 61.1%+35.5pp | 69.3%+27.4pp | 69.5%+27.2pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $70 | $1,687-95.9% | $2,500-97.2% | $2,440-97.1% |
| Participant deferral / active EE | $955 | $2,634-63.8% | $3,603-73.5% | $3,607-73.5% |
| Admin fee / account holder | $39 | $3,978-99.0% | $5,418-99.3% | $5,124-99.2% |