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 | $89,753-92.2% | $107,525-93.5% | $84,808-91.7% |
| Participation rate | 73.2% | 68.1%+5.1pp | 75.1%-1.9pp | 68.3%+4.9pp |
| Annual return | 23.39% | 29.48%-6.1pp | 181.32%-157.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $615 | $3,113-80.3% | $3,754-83.6% | $2,631-76.6% |
| Participant deferral / active EE | $2,156 | $4,056-46.8% | $5,116-57.9% | $4,212-48.8% |
| Admin fee / account holder | $126 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |