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 | $3,555 | $51,175-93.1% | $70,515-95.0% | $75,163-95.3% |
| Participation rate | 88.9% | 60.9%+28.0pp | 68.3%+20.5pp | 67.2%+21.7pp |
| Annual return | 15.99% | 30.02%-14.0pp | 32.77%-16.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $88 | $1,826-95.2% | $2,973-97.0% | $2,670-96.7% |
| Participant deferral / active EE | $2,030 | $2,849-28.7% | $4,567-55.5% | $4,125-50.8% |
| Admin fee / account holder | $2 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |