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 | $2,944 | $101,763-97.1% | $164,866-98.2% | $80,874-96.4% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.6%+27.2pp |
| Annual return | 12.71% | 16.73%-4.0pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $193 | $2,954-93.5% | $4,343-95.6% | $2,756-93.0% |
| Participant deferral / active EE | $2,196 | $4,477-50.9% | $6,033-63.6% | $4,297-48.9% |
| Admin fee / account holder | $234 | $8,228-97.2% | $12,689-98.2% | $6,935-96.6% |