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 | $49,915-92.9% | $154,803-97.7% | $74,304-95.2% |
| Participation rate | 44.3% | 54.0%-9.7pp | 78.1%-33.8pp | 60.3%-16.1pp |
| Annual return | 22.17% | 34.06%-11.9pp | 58.88%-36.7pp | 29.43%-7.3pp |
| Employer contribution / active EE | $230 | $1,611-85.7% | $4,305-94.6% | $2,241-89.7% |
| Participant deferral / active EE | $839 | $2,255-62.8% | $5,540-84.9% | $3,767-77.7% |
| Admin fee / account holder | $199 | $2,189-90.9% | $14,329-98.6% | $2,969-93.3% |