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 5-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 | $4,396 | $41,078-89.3% | $80,569-94.5% | $71,457-93.8% |
| Participation rate | 44.3% | 50.2%-5.9pp | 67.0%-22.7pp | 67.9%-23.6pp |
| Annual return | 47.17% | 38.45%+8.7pp | 935.43%-888.3pp | 28.85%+18.3pp |
| Employer contribution / active EE | $217 | $1,506-85.6% | $2,723-92.0% | $2,588-91.6% |
| Participant deferral / active EE | $1,472 | $2,699-45.5% | $4,447-66.9% | $4,289-65.7% |
| Admin fee / account holder | $62 | $1,840-96.6% | $5,377-98.8% | $1,587-96.1% |