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 | $1,873 | $25,014-92.5% | $69,647-97.3% | $80,856-97.7% |
| Participation rate | 55.3% | 64.2%-8.9pp | 66.5%-11.1pp | 67.6%-12.3pp |
| Annual return | 13.30% | 19.07%-5.8pp | 100.48%-87.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $438 | $993-55.9% | $1,712-74.4% | $2,755-84.1% |
| Participant deferral / active EE | $745 | $1,839-59.5% | $2,886-74.2% | $4,296-82.6% |
| Admin fee / account holder | $289 | $2,488-88.4% | $4,713-93.9% | $6,918-95.8% |