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.
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 | $1,700 | $51,175-96.7% | $70,515-97.6% | $75,163-97.7% |
| Participation rate | 78.7% | 60.9%+17.8pp | 68.3%+10.4pp | 67.2%+11.5pp |
| Annual return | 30.03% | 30.02%0pp | 32.77%-2.7pp | 160.62%-130.6pp |
| Employer contribution / active EE | $366 | $1,826-80.0% | $2,973-87.7% | $2,670-86.3% |
| Participant deferral / active EE | $851 | $2,849-70.1% | $4,567-81.4% | $4,125-79.4% |
| Admin fee / account holder | $106 | $4,091-97.4% | $6,412-98.3% | $5,651-98.1% |