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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,603 | $58,726-87.1% | $92,233-91.8% | $62,292-87.8% |
| Participation rate | 60.6% | 68.3%-7.8pp | 76.5%-15.9pp | 69.5%-8.9pp |
| Annual return | 43.11% | 43.62%-0.5pp | 176.28%-133.2pp | 28.90%+14.2pp |
| Employer contribution / active EE | $367 | $2,392-84.6% | $3,679-90.0% | $2,042-82.0% |
| Participant deferral / active EE | $2,002 | $2,766-27.6% | $3,897-48.6% | $3,169-36.8% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |