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 | $2,555 | $60,892-95.8% | $82,389-96.9% | $84,808-97.0% |
| Participation rate | 65.5% | 63.3%+2.2pp | 69.5%-4.1pp | 68.3%-2.8pp |
| Annual return | 23.74% | 37.29%-13.6pp | 28.67%-4.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $191 | $1,779-89.3% | $2,517-92.4% | $2,631-92.7% |
| Participant deferral / active EE | $1,126 | $3,179-64.6% | $4,155-72.9% | $4,212-73.3% |
| Admin fee / account holder | $184 | $5,467-96.6% | $7,231-97.5% | $7,344-97.5% |