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.
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 | $2,117 | $51,045-95.9% | $70,515-97.0% | $71,457-97.0% |
| Participation rate | 71.0% | 59.4%+11.6pp | 68.3%+2.7pp | 67.9%+3.1pp |
| Annual return | 63.42% | 42.63%+20.8pp | 32.77%+30.6pp | 28.85%+34.6pp |
| Employer contribution / active EE | $695 | $1,790-61.2% | $2,973-76.6% | $2,588-73.2% |
| Participant deferral / active EE | $899 | $3,026-70.3% | $4,567-80.3% | $4,289-79.0% |
| Admin fee / account holder | $67 | $1,994-96.6% | $6,412-99.0% | $1,587-95.8% |