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 | $1,869 | $54,558-96.6% | $76,002-97.5% | $74,546-97.5% |
| Participation rate | 67.9% | 60.3%+7.6pp | 69.1%-1.2pp | 67.2%+0.7pp |
| Annual return | 22.02% | 31.83%-9.8pp | 360.07%-338.1pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $720 | $1,778-59.5% | $2,688-73.2% | $2,624-72.6% |
| Participant deferral / active EE | $941 | $3,065-69.3% | $4,257-77.9% | $4,347-78.4% |
| Admin fee / account holder | $123 | $2,232-94.5% | $6,414-98.1% | $1,944-93.7% |