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 4-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.
Employer 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 | $549 | $27,827-98.0% | $65,255-99.2% | $71,457-99.2% |
| Participation rate | 81.7% | 57.6%+24.1pp | 65.0%+16.7pp | 67.9%+13.8pp |
| Annual return | 0.00% | 41.58%-41.6pp | 47.35%-47.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $151 | $1,405-89.3% | $1,691-91.1% | $2,588-94.2% |
| Participant deferral / active EE | $687 | $1,861-63.1% | $2,831-75.7% | $4,289-84.0% |
| Admin fee / account holder | $39 | $3,850-99.0% | $4,112-99.1% | $1,587-97.6% |