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 | $1,913 | $64,705-97.0% | $62,929-97.0% | $67,986-97.2% |
| Participation rate | 83.5% | 65.6%+17.9pp | 73.1%+10.4pp | 57.2%+26.3pp |
| Annual return | 28.45% | 20.31%+8.1pp | 1063.93%-1035.5pp | 31.67%-3.2pp |
| Employer contribution / active EE | $708 | $2,376-70.2% | $2,505-71.7% | $2,019-64.9% |
| Participant deferral / active EE | $824 | $3,198-74.2% | $3,888-78.8% | $3,358-75.5% |
| Admin fee / account holder | $154 | $1,428-89.3% | $5,065-97.0% | $3,203-95.2% |