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.
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 | $1,303 | $29,548-95.6% | $56,411-97.7% | $77,643-98.3% |
| Participation rate | 34.8% | 32.7%+2.1pp | 52.5%-17.7pp | 70.6%-35.8pp |
| Annual return | 12.43% | 19.01%-6.6pp | 1701.33%-1688.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $265 | $1,061-75.0% | $1,952-86.4% | $4,647-94.3% |
| Admin fee / account holder | $223 | $1,046-78.7% | $2,829-92.1% | $430-48.3% |