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 | $2,205 | $46,464-95.3% | $150,298-98.5% | $79,634-97.2% |
| Participation rate | 34.5% | 57.0%-22.5pp | 77.8%-43.3pp | 62.5%-28.0pp |
| Annual return | 35.38% | 27.89%+7.5pp | 62.79%-27.4pp | 36.46%-1.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $625 | $2,157-71.0% | $5,453-88.5% | $3,835-83.7% |
| Admin fee / account holder | $50 | $891-94.4% | $14,116-99.6% | $1,002-95.0% |