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.
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 | $3,544 | $45,343-92.2% | $150,298-97.6% | $67,986-94.8% |
| Participation rate | 44.3% | 51.9%-7.6pp | 77.8%-33.5pp | 57.2%-12.9pp |
| Annual return | 22.17% | 33.28%-11.1pp | 62.79%-40.6pp | 31.67%-9.5pp |
| Employer contribution / active EE | $230 | $1,462-84.2% | $4,154-94.5% | $2,019-88.6% |
| Participant deferral / active EE | $839 | $2,055-59.2% | $5,453-84.6% | $3,358-75.0% |
| Admin fee / account holder | $199 | $2,250-91.2% | $14,116-98.6% | $3,203-93.8% |