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.
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 | $3,739 | $59,101-93.7% | $77,163-95.2% | $75,163-95.0% |
| Participation rate | 36.2% | 63.9%-27.7pp | 69.6%-33.4pp | 67.2%-31.0pp |
| Annual return | 22.21% | 26.71%-4.5pp | 37.87%-15.7pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $563 | $2,999-81.2% | $3,833-85.3% | $4,125-86.4% |
| Admin fee / account holder | $274 | $4,774-94.3% | $5,472-95.0% | $5,651-95.1% |