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 | $693 | $93,571-99.3% | $135,903-99.5% | $75,163-99.1% |
| Participation rate | 74.6% | 75.2%-0.6pp | 81.9%-7.3pp | 67.2%+7.4pp |
| Annual return | 27.87% | 30.90%-3.0pp | 68.23%-40.4pp | 160.62%-132.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $527 | $6,404-91.8% | $7,758-93.2% | $4,125-87.2% |
| Admin fee / account holder | $3 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |