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 6-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 | $12,232 | $69,010-82.3% | $159,960-92.4% | $68,494-82.1% |
| Participation rate | 82.1% | 65.4%+16.7pp | 78.0%+4.2pp | 67.9%+14.3pp |
| Annual return | -18.74% | -9.65%-9.1pp | 408.60%-427.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,690 | $4,212+58.8% | $6,182+8.2% | $4,027+66.1% |
| Admin fee / account holder | $141 | $4,798-97.1% | $8,698-98.4% | $5,403-97.4% |