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 | $13,312 | $100,923-86.8% | $150,045-91.1% | $74,304-82.1% |
| Participation rate | 67.5% | 70.1%-2.6pp | 82.3%-14.8pp | 60.3%+7.2pp |
| Annual return | 45.21% | 51.77%-6.6pp | 62.55%-17.3pp | 29.43%+15.8pp |
| Employer contribution / active EE | $2,373 | $3,463-31.5% | $4,693-49.4% | $2,241+5.9% |
| Participant deferral / active EE | $2,708 | $6,709-59.6% | $7,997-66.1% | $3,767-28.1% |
| Admin fee / account holder | $228 | $2,767-91.7% | $13,435-98.3% | $2,969-92.3% |