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.
Annual investment return 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 | $8,735 | $48,576-82.0% | $169,463-94.8% | $56,287-84.5% |
| Participation rate | 54.4% | 65.8%-11.4pp | 77.8%-23.4pp | 69.9%-15.5pp |
| Annual return | -11.96% | -2.51%-9.4pp | 1.83%-13.8pp | -9.96%-2.0pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,686 | $3,275+12.5% | $5,277-30.1% | $3,350+10.0% |
| Admin fee / account holder | $35 | $435-91.9% | $9,109-99.6% | $521-93.2% |