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 10-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 | $5,659 | $37,426-84.9% | $77,482-92.7% | $79,858-92.9% |
| Participation rate | 98.5% | 41.5%+57.0pp | 54.2%+44.3pp | 69.6%+28.9pp |
| Annual return | 12.71% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $382 | $637-39.9% | $986-61.2% | $2,471-84.5% |
| Participant deferral / active EE | $171 | $1,260-86.5% | $1,861-90.8% | $3,740-95.4% |
| Admin fee / account holder | $238 | $2,504-90.5% | $2,858-91.7% | $5,306-95.5% |