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 | $1,908 | $51,045-96.3% | $70,515-97.3% | $71,457-97.3% |
| Participation rate | 59.1% | 59.4%-0.4pp | 68.3%-9.3pp | 67.9%-8.9pp |
| Annual return | 65.03% | 42.63%+22.4pp | 32.77%+32.3pp | 28.85%+36.2pp |
| Employer contribution / active EE | $421 | $1,790-76.5% | $2,973-85.8% | $2,588-83.7% |
| Participant deferral / active EE | $969 | $3,026-68.0% | $4,567-78.8% | $4,289-77.4% |
| Admin fee / account holder | $28 | $1,994-98.6% | $6,412-99.6% | $1,587-98.2% |