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 6-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 | $1,306 | $57,016-97.7% | $84,966-98.5% | $80,856-98.4% |
| Participation rate | 68.0% | 56.3%+11.7pp | 67.5%+0.5pp | 67.6%+0.4pp |
| Annual return | 13.12% | 21.66%-8.5pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $950 | $3,110-69.4% | $4,519-79.0% | $4,296-77.9% |
| Admin fee / account holder | $99 | $4,980-98.0% | $6,149-98.4% | $6,918-98.6% |