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 | $11,591 | $59,417-80.5% | $93,606-87.6% | $74,495-84.4% |
| Participation rate | 71.2% | 59.7%+11.5pp | 68.7%+2.5pp | 67.2%+4.0pp |
| Annual return | 12.75% | 81.83%-69.1pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,417 | $3,050-20.8% | $4,411-45.2% | $4,346-44.4% |
| Admin fee / account holder | $154 | $3,021-94.9% | $8,285-98.1% | $1,942-92.0% |