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 5-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,428 | $58,264-89.0% | $86,612-92.6% | $71,457-91.0% |
| Participation rate | 81.6% | 65.0%+16.6pp | 71.7%+9.9pp | 67.9%+13.7pp |
| Annual return | 22.14% | 21.63%+0.5pp | 591.07%-568.9pp | 28.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,124 | $3,436-38.2% | $4,438-52.1% | $4,289-50.5% |
| Admin fee / account holder | $273 | $1,057-74.2% | $5,614-95.1% | $1,587-82.8% |