Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $16,790-75.8% | $64,489-93.7% | $67,986-94.0% |
| Participation rate | 43.9% | 62.4%-18.5pp | 67.7%-23.8pp | 57.2%-13.3pp |
| Annual return | 20.34% | 30.55%-10.2pp | 55.03%-34.7pp | 31.67%-11.3pp |
| Employer contribution / active EE | $302 | $648-53.4% | $1,523-80.2% | $2,019-85.0% |
| Participant deferral / active EE | $615 | $1,510-59.3% | $2,778-77.8% | $3,358-81.7% |
| Admin fee / account holder | $207 | $1,690-87.7% | $4,260-95.1% | $3,203-93.5% |