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.
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 | $78,902 | $62,543+26.2% | $83,333-5.3% | $55,725+41.6% |
| Participation rate | 34.3% | 78.4%-44.1pp | 77.8%-43.5pp | 70.9%-36.6pp |
| Annual return | 6123.16% | 14.85%+6108.3pp | 10.63%+6112.5pp | 244.93%+5878.2pp |
| Employer contribution / active EE | $1,007 | $2,427-58.5% | $3,379-70.2% | $2,078-51.6% |
| Participant deferral / active EE | $461 | $5,682-91.9% | $5,565-91.7% | $3,356-86.3% |
| Admin fee / account holder | $232 | $103+124.8% | $7,510-96.9% | $115+101.3% |