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 | $2,424 | $50,127-95.2% | $149,673-98.4% | $80,160-97.0% |
| Participation rate | 3.0% | 64.3%-61.3pp | 78.8%-75.8pp | 72.9%-70.0pp |
| Annual return | 343.48% | 29.82%+313.7pp | 134.42%+209.1pp | 40.38%+303.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $70 | $3,194-97.8% | $5,680-98.8% | $5,017-98.6% |
| Admin fee / account holder | $161 | $153+5.7% | $13,210-98.8% | $145+11.4% |