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 | $16,174 | $214,378-92.5% | $200,582-91.9% | $142,382-88.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 26.61% | 46.41%-19.8pp | 42.33%-15.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,283 | $6,841-81.2% | $6,419-80.0% | $4,299-70.1% |
| Participant deferral / active EE | $6,955 | $9,865-29.5% | $9,331-25.5% | $6,507+6.9% |
| Admin fee / account holder | $253 | $17,692-98.6% | $16,305-98.4% | $12,624-98.0% |