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 10-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 | $14,956 | $81,446-81.6% | $103,374-85.5% | $80,874-81.5% |
| Participation rate | 58.1% | 66.9%-8.7pp | 74.5%-16.4pp | 67.6%-9.5pp |
| Annual return | 15.66% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $82 | $3,107-97.3% | $3,869-97.9% | $2,756-97.0% |
| Participant deferral / active EE | $2,600 | $3,870-32.8% | $5,058-48.6% | $4,297-39.5% |
| Admin fee / account holder | $162 | $6,715-97.6% | $8,394-98.1% | $6,935-97.7% |