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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,063 | $20,316-80.0% | $66,042-93.8% | $74,304-94.5% |
| Participation rate | 43.9% | 62.8%-18.9pp | 67.5%-23.6pp | 60.3%-16.5pp |
| Annual return | 20.34% | 28.10%-7.8pp | 52.11%-31.8pp | 29.43%-9.1pp |
| Employer contribution / active EE | $302 | $745-59.4% | $1,579-80.9% | $2,241-86.5% |
| Participant deferral / active EE | $615 | $1,615-61.9% | $2,835-78.3% | $3,767-83.7% |
| Admin fee / account holder | $207 | $1,668-87.6% | $5,747-96.4% | $2,969-93.0% |