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 4-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.
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 | $12,928 | $57,651-77.6% | $112,229-88.5% | $71,457-81.9% |
| Participation rate | 69.4% | 58.9%+10.5pp | 72.4%-3.0pp | 67.9%+1.5pp |
| Annual return | 64.00% | 18.32%+45.7pp | 30.20%+33.8pp | 28.85%+35.1pp |
| Employer contribution / active EE | $509 | $1,913-73.4% | $3,430-85.2% | $2,588-80.3% |
| Participant deferral / active EE | $4,273 | $2,863+49.2% | $4,798-10.9% | $4,289-0.4% |
| Admin fee / account holder | $291 | $1,581-81.6% | $7,748-96.2% | $1,587-81.6% |