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.
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 | $46,464-95.7% | $150,298-98.7% | $79,634-97.5% |
| Participation rate | 58.2% | 57.0%+1.2pp | 77.8%-19.6pp | 62.5%-4.3pp |
| Annual return | 39.46% | 27.89%+11.6pp | 62.79%-23.3pp | 36.46%+3.0pp |
| Employer contribution / active EE | $376 | $1,512-75.1% | $4,154-90.9% | $2,529-85.1% |
| Participant deferral / active EE | $558 | $2,157-74.1% | $5,453-89.8% | $3,835-85.4% |
| Admin fee / account holder | $159 | $891-82.1% | $14,116-98.9% | $1,002-84.1% |