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 | $2,205 | $50,982-95.7% | $154,803-98.6% | $85,563-97.4% |
| Participation rate | 34.5% | 59.8%-25.3pp | 78.1%-43.6pp | 66.0%-31.5pp |
| Annual return | 35.38% | 30.35%+5.0pp | 58.88%-23.5pp | 31.51%+3.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $625 | $2,474-74.7% | $5,540-88.7% | $4,375-85.7% |
| Admin fee / account holder | $50 | $846-94.1% | $14,329-99.7% | $834-94.0% |