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 | $306 | $55,416-99.4% | $75,972-99.6% | $77,643-99.6% |
| Participation rate | 43.2% | 63.6%-20.4pp | 69.1%-25.8pp | 70.6%-27.4pp |
| Annual return | 13.42% | 17.07%-3.7pp | 359.55%-346.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $96 | $3,447-97.2% | $4,255-97.7% | $4,647-97.9% |
| Admin fee / account holder | $39 | $414-90.5% | $6,467-99.4% | $430-90.9% |