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 3-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 | $7,019 | $88,672-92.1% | $105,223-93.3% | $82,448-91.5% |
| Participation rate | 73.2% | 67.9%+5.2pp | 75.0%-1.9pp | 68.1%+5.1pp |
| Annual return | 23.39% | 30.86%-7.5pp | 180.65%-157.3pp | 41.64%-18.2pp |
| Employer contribution / active EE | $615 | $3,048-79.8% | $3,689-83.3% | $2,551-75.9% |
| Participant deferral / active EE | $2,156 | $4,036-46.6% | $5,072-57.5% | $4,139-47.9% |
| Admin fee / account holder | $126 | $7,146-98.2% | $8,859-98.6% | $7,234-98.3% |