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.
Participant 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 | $8,587 | $46,732-81.6% | $156,549-94.5% | $55,167-84.4% |
| Participation rate | 92.0% | 65.8%+26.2pp | 84.0%+8.0pp | 69.0%+23.0pp |
| Annual return | 7.32% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,012 | $2,105-51.9% | $5,501-81.6% | $1,963-48.4% |
| Participant deferral / active EE | $372 | $2,204-83.1% | $4,871-92.4% | $3,054-87.8% |
| Admin fee / account holder | $148 | $418-64.7% | $13,027-98.9% | $504-70.7% |