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 10-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 | $8,015 | $76,000-89.5% | $154,107-94.8% | $64,186-87.5% |
| Participation rate | 63.0% | 70.4%-7.5pp | 83.0%-20.1pp | 69.6%-6.6pp |
| Annual return | 49.88% | 30.32%+19.6pp | 735.12%-685.2pp | 7.63%+42.3pp |
| Employer contribution / active EE | $850 | $3,351-74.6% | $5,298-83.9% | $2,381-64.3% |
| Participant deferral / active EE | $458 | $3,175-85.6% | $5,081-91.0% | $3,470-86.8% |
| Admin fee / account holder | $129 | $5,596-97.7% | $13,411-99.0% | $4,888-97.4% |