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 | $626 | $49,657-98.7% | $93,063-99.3% | $67,986-99.1% |
| Participation rate | 49.4% | 49.9%-0.6pp | 72.1%-22.8pp | 57.2%-7.9pp |
| Annual return | 29.12% | 26.27%+2.9pp | 34.15%-5.0pp | 31.67%-2.5pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $309 | $2,484-87.6% | $3,958-92.2% | $3,358-90.8% |
| Admin fee / account holder | $60 | $2,843-97.9% | $6,033-99.0% | $3,203-98.1% |