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 3-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 | $1,146 | $57,831-98.0% | $82,389-98.6% | $85,563-98.7% |
| Participation rate | 37.7% | 55.0%-17.3pp | 69.5%-31.9pp | 66.0%-28.3pp |
| Annual return | 24.16% | 17.86%+6.3pp | 28.67%-4.5pp | 31.51%-7.4pp |
| Employer contribution / active EE | $0 | $1,643-100.0% | $2,517-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $324 | $3,118-89.6% | $4,155-92.2% | $4,375-92.6% |
| Admin fee / account holder | $131 | $1,391-90.6% | $7,231-98.2% | $834-84.3% |