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 3-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 | $444 | $38,967-98.9% | $86,233-99.5% | $79,634-99.4% |
| Participation rate | 70.5% | 34.1%+36.4pp | 69.0%+1.5pp | 62.5%+8.0pp |
| Annual return | 20.24% | 49.90%-29.7pp | 61.39%-41.2pp | 36.46%-16.2pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $129 | $1,663-92.2% | $4,559-97.2% | $3,835-96.6% |
| Admin fee / account holder | $63 | $2,660-97.6% | $8,342-99.2% | $1,002-93.7% |