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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,766 | $50,982-96.5% | $154,803-98.9% | $85,563-97.9% |
| Participation rate | 44.3% | 59.8%-15.4pp | 78.1%-33.7pp | 66.0%-21.6pp |
| Annual return | 31.73% | 30.35%+1.4pp | 58.88%-27.2pp | 31.51%+0.2pp |
| Employer contribution / active EE | $140 | $1,708-91.8% | $4,305-96.7% | $2,654-94.7% |
| Participant deferral / active EE | $741 | $2,474-70.0% | $5,540-86.6% | $4,375-83.1% |
| Admin fee / account holder | $256 | $846-69.8% | $14,329-98.2% | $834-69.4% |