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 | $2,558 | $48,265-94.7% | $68,791-96.3% | $68,494-96.3% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -18.77% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $96 | $1,829-94.8% | $2,655-96.4% | $2,596-96.3% |
| Participant deferral / active EE | $2,128 | $2,867-25.8% | $3,941-46.0% | $4,027-47.2% |
| Admin fee / account holder | $52 | $4,355-98.8% | $4,932-99.0% | $5,403-99.0% |