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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $1,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,400 | $105,247-43.6% | $87,100-31.8% | $77,787-23.6% |
| Participation rate | 55.6% | 85.8%-30.2pp | 76.9%-21.3pp | 73.2%-17.6pp |
| Annual return | 0.00% | 24.52%-24.5pp | 28.19%-28.2pp | 32.57%-32.6pp |
| Employer contribution / active EE | $191 | $2,895-93.4% | $2,521-92.4% | $2,504-92.4% |
| Participant deferral / active EE | $335 | $5,060-93.4% | $4,049-91.7% | $3,967-91.6% |
| Admin fee / account holder | $1 | $104-99.1% | $7,497-100.0% | $100-99.1% |