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 | $73,787-90.7% | $98,716-93.0% | $82,448-91.7% |
| Participation rate | 97.8% | 61.4%+36.4pp | 69.3%+28.5pp | 68.1%+29.7pp |
| Annual return | 32.01% | 18.57%+13.4pp | 31.81%+0.2pp | 41.64%-9.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,623 | $3,081+17.6% | $4,048-10.5% | $4,139-12.5% |
| Admin fee / account holder | $126 | $6,500-98.1% | $8,703-98.6% | $7,234-98.3% |