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.
Annual investment return 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 | $2,050 | $54,517-96.2% | $75,972-97.3% | $74,495-97.2% |
| Participation rate | 64.8% | 60.3%+4.5pp | 69.1%-4.2pp | 67.2%-2.4pp |
| Annual return | 9.74% | 31.82%-22.1pp | 359.55%-349.8pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $677 | $1,777-61.9% | $2,685-74.8% | $2,623-74.2% |
| Participant deferral / active EE | $1,722 | $3,066-43.8% | $4,255-59.5% | $4,346-60.4% |
| Admin fee / account holder | $250 | $2,229-88.8% | $6,467-96.1% | $1,942-87.1% |