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.
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 | $29,499 | $26,114+13.0% | $58,482-49.6% | $74,419-60.4% |
| Participation rate | 14.8% | 32.1%-17.3pp | 50.9%-36.0pp | 70.7%-55.9pp |
| Annual return | 3407.66% | 32.51%+3375.1pp | 4239.32%-831.7pp | 34.38%+3373.3pp |
| Employer contribution / active EE | $188 | $536-64.8% | $1,053-82.1% | $2,637-92.9% |
| Participant deferral / active EE | $674 | $1,075-37.3% | $1,924-65.0% | $4,528-85.1% |
| Admin fee / account holder | $104 | $649-84.0% | $2,516-95.9% | $348-70.2% |