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 | $1,921 | $49,915-96.2% | $154,803-98.8% | $74,304-97.4% |
| Participation rate | 67.4% | 54.0%+13.4pp | 78.1%-10.7pp | 60.3%+7.0pp |
| Annual return | 28.45% | 34.06%-5.6pp | 58.88%-30.4pp | 29.43%-1.0pp |
| Employer contribution / active EE | $234 | $1,611-85.5% | $4,305-94.6% | $2,241-89.6% |
| Participant deferral / active EE | $422 | $2,255-81.3% | $5,540-92.4% | $3,767-88.8% |
| Admin fee / account holder | $31 | $2,189-98.6% | $14,329-99.8% | $2,969-99.0% |