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.
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 | $6,956 | $60,022-88.4% | $88,946-92.2% | $84,808-91.8% |
| Participation rate | 64.6% | 57.8%+6.8pp | 68.8%-4.2pp | 68.3%-3.7pp |
| Annual return | 14.19% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $418 | $1,703-75.4% | $2,555-83.6% | $2,631-84.1% |
| Participant deferral / active EE | $865 | $3,114-72.2% | $4,581-81.1% | $4,212-79.5% |
| Admin fee / account holder | $30 | $4,811-99.4% | $8,261-99.6% | $7,344-99.6% |