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 8-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 | $13,904 | $91,552-84.8% | $133,956-89.6% | $79,858-82.6% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 14.23% | 61.85%-47.6pp | 45.09%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $371 | $2,384-84.4% | $3,919-90.5% | $2,471-85.0% |
| Participant deferral / active EE | $1,847 | $3,733-50.5% | $5,048-63.4% | $3,740-50.6% |
| Admin fee / account holder | $251 | $6,321-96.0% | $8,927-97.2% | $5,306-95.3% |