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 | $1,792 | $56,053-96.8% | $75,972-97.6% | $80,856-97.8% |
| Participation rate | 65.8% | 62.0%+3.7pp | 69.1%-3.3pp | 67.6%-1.9pp |
| Annual return | 11.89% | 20.53%-8.6pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $506 | $1,874-73.0% | $2,685-81.2% | $2,755-81.7% |
| Participant deferral / active EE | $1,084 | $3,052-64.5% | $4,255-74.5% | $4,296-74.8% |
| Admin fee / account holder | $251 | $5,234-95.2% | $6,467-96.1% | $6,918-96.4% |