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.
Participant 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 | $2,018 | $50,982-96.0% | $154,803-98.7% | $85,563-97.6% |
| Participation rate | 58.2% | 59.8%-1.6pp | 78.1%-19.9pp | 66.0%-7.8pp |
| Annual return | 39.46% | 30.35%+9.1pp | 58.88%-19.4pp | 31.51%+8.0pp |
| Employer contribution / active EE | $376 | $1,708-78.0% | $4,305-91.3% | $2,654-85.8% |
| Participant deferral / active EE | $558 | $2,474-77.4% | $5,540-89.9% | $4,375-87.2% |
| Admin fee / account holder | $159 | $846-81.2% | $14,329-98.9% | $834-80.9% |