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 6-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 | $762 | $49,915-98.5% | $154,803-99.5% | $74,304-99.0% |
| Participation rate | 82.1% | 54.0%+28.1pp | 78.1%+4.0pp | 60.3%+21.7pp |
| Annual return | 27.43% | 34.06%-6.6pp | 58.88%-31.5pp | 29.43%-2.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $432 | $2,255-80.8% | $5,540-92.2% | $3,767-88.5% |
| Admin fee / account holder | $51 | $2,189-97.7% | $14,329-99.6% | $2,969-98.3% |