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.
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 | $1,211 | $24,733-95.1% | $69,647-98.3% | $74,495-98.4% |
| Participation rate | 72.2% | 63.5%+8.7pp | 66.5%+5.7pp | 67.2%+5.0pp |
| Annual return | 17.73% | 18.55%-0.8pp | 100.48%-82.8pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $376 | $1,001-62.4% | $1,712-78.0% | $2,623-85.7% |
| Participant deferral / active EE | $680 | $1,901-64.2% | $2,886-76.4% | $4,346-84.4% |
| Admin fee / account holder | $151 | $1,892-92.0% | $4,713-96.8% | $1,942-92.2% |