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 | $17,360 | $76,050-77.2% | $96,544-82.0% | $71,457-75.7% |
| Participation rate | 56.0% | 74.4%-18.4pp | 76.0%-19.9pp | 67.9%-11.9pp |
| Annual return | 1128.38% | 22.81%+1105.6pp | 25.84%+1102.5pp | 28.85%+1099.5pp |
| Employer contribution / active EE | $1,901 | $2,244-15.3% | $2,965-35.9% | $2,588-26.5% |
| Participant deferral / active EE | $3,924 | $4,215-6.9% | $4,851-19.1% | $4,289-8.5% |
| Admin fee / account holder | $89 | $2,707-96.7% | $8,252-98.9% | $1,587-94.4% |