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.
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 | $1,544 | $27,839-94.5% | $58,482-97.4% | $71,457-97.8% |
| Participation rate | 43.4% | 34.5%+8.8pp | 50.9%-7.5pp | 67.9%-24.6pp |
| Annual return | 108.81% | 26.81%+82.0pp | 4239.32%-4130.5pp | 28.85%+80.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,139 | $1,206-5.6% | $1,924-40.8% | $4,289-73.5% |
| Admin fee / account holder | $270 | $1,641-83.6% | $2,516-89.3% | $1,587-83.0% |