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 9-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.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,590 | $55,214-62.7% | $104,607-80.3% | $73,488-72.0% |
| Participation rate | 35.2% | 67.8%-32.7pp | 74.1%-38.9pp | 70.7%-35.5pp |
| Annual return | 17.43% | 24.79%-7.4pp | 340.46%-323.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $173 | $1,468-88.2% | $2,681-93.5% | $2,270-92.4% |
| Participant deferral / active EE | $2,353 | $2,925-19.6% | $3,740-37.1% | $3,740-37.1% |
| Admin fee / account holder | $5 | $424-98.8% | $6,473-99.9% | $513-99.0% |