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 | $1,114 | $51,175-97.8% | $70,515-98.4% | $75,163-98.5% |
| Participation rate | 72.9% | 60.9%+11.9pp | 68.3%+4.5pp | 67.2%+5.7pp |
| Annual return | 38.27% | 30.02%+8.2pp | 32.77%+5.5pp | 160.62%-122.4pp |
| Employer contribution / active EE | $424 | $1,826-76.8% | $2,973-85.7% | $2,670-84.1% |
| Participant deferral / active EE | $673 | $2,849-76.4% | $4,567-85.3% | $4,125-83.7% |
| Admin fee / account holder | $38 | $4,091-99.1% | $6,412-99.4% | $5,651-99.3% |