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 | $56,317-93.6% | $71,209-95.0% | $74,304-95.2% |
| Participation rate | 64.9% | 55.1%+9.7pp | 73.8%-8.9pp | 60.3%+4.5pp |
| Annual return | 23.11% | 42.83%-19.7pp | 282.51%-259.4pp | 29.43%-6.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,381 | $2,788-50.5% | $4,175-66.9% | $3,767-63.3% |
| Admin fee / account holder | $170 | $2,290-92.6% | $5,349-96.8% | $2,969-94.3% |