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 10-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 | $23,292 | $270,507-91.4% | $33,705-30.9% | $270,507-91.4% |
| Participation rate | 100.0% | 93.5%+6.5pp | 91.5%+8.5pp | 93.5%+6.5pp |
| Annual return | -4.96% | -4.71%-0.2pp | -1.51%-3.5pp | -4.71%-0.2pp |
| Employer contribution / active EE | $0 | $25,782-100.0% | $3,198-100.0% | $25,782-100.0% |
| Participant deferral / active EE | $7,181 | $5,950+20.7% | $2,369+203.1% | $5,950+20.7% |
| Admin fee / account holder | $0 | $10,647-100.0% | $728-100.0% | $10,647-100.0% |