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.
Employer 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 | $2,369 | $50,982-95.4% | $154,803-98.5% | $85,563-97.2% |
| Participation rate | 53.8% | 59.8%-6.0pp | 78.1%-24.3pp | 66.0%-12.2pp |
| Annual return | 31.56% | 30.35%+1.2pp | 58.88%-27.3pp | 31.51%0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,114 | $2,474-55.0% | $5,540-79.9% | $4,375-74.5% |
| Admin fee / account holder | $186 | $846-78.0% | $14,329-98.7% | $834-77.7% |