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 10-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 | $6,817 | $51,466-86.8% | $78,778-91.3% | $62,292-89.1% |
| Participation rate | 65.4% | 59.8%+5.6pp | 69.2%-3.8pp | 69.5%-4.2pp |
| Annual return | 57.70% | 19.96%+37.7pp | 35.62%+22.1pp | 28.90%+28.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,610 | $2,147-25.1% | $2,958-45.6% | $3,169-49.2% |
| Admin fee / account holder | $201 | $489-58.9% | $5,134-96.1% | $479-58.1% |