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 4-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 | $1,326 | $27,827-95.2% | $65,255-98.0% | $71,457-98.1% |
| Participation rate | 68.0% | 57.6%+10.4pp | 65.0%+3.0pp | 67.9%+0.1pp |
| Annual return | 0.00% | 41.58%-41.6pp | 47.35%-47.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $485 | $1,405-65.5% | $1,691-71.3% | $2,588-81.3% |
| Participant deferral / active EE | $916 | $1,861-50.8% | $2,831-67.6% | $4,289-78.6% |
| Admin fee / account holder | $111 | $3,850-97.1% | $4,112-97.3% | $1,587-93.0% |