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.
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 | $3,584 | $47,105-92.4% | $68,368-94.8% | $67,986-94.7% |
| Participation rate | 64.9% | 51.8%+13.1pp | 73.8%-8.9pp | 57.2%+7.7pp |
| Annual return | 23.11% | 48.37%-25.3pp | 292.57%-269.5pp | 31.67%-8.6pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,381 | $2,374-41.8% | $4,123-66.5% | $3,358-58.9% |
| Admin fee / account holder | $170 | $2,435-93.0% | $5,150-96.7% | $3,203-94.7% |