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 7-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $718 | $56,767-98.7% | $101,794-99.3% | $85,563-99.2% |
| Participation rate | 32.4% | 57.6%-25.2pp | 69.2%-36.8pp | 66.0%-33.5pp |
| Annual return | 26.03% | 17.76%+8.3pp | 30.53%-4.5pp | 31.51%-5.5pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $189 | $2,720-93.1% | $4,084-95.4% | $4,375-95.7% |
| Admin fee / account holder | $112 | $1,098-89.8% | $8,777-98.7% | $834-86.6% |