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.
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 | $6,864 | $74,927-90.8% | $101,794-93.3% | $84,808-91.9% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.2%+28.6pp | 68.3%+29.5pp |
| Annual return | 32.01% | 18.70%+13.3pp | 30.53%+1.5pp | 40.90%-8.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,623 | $3,099+16.9% | $4,084-11.3% | $4,212-14.0% |
| Admin fee / account holder | $126 | $6,514-98.1% | $8,777-98.6% | $7,344-98.3% |