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.
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 | $722 | $45,343-98.4% | $150,298-99.5% | $67,986-98.9% |
| Participation rate | 60.1% | 51.9%+8.3pp | 77.8%-17.6pp | 57.2%+2.9pp |
| Annual return | 91.27% | 33.28%+58.0pp | 62.79%+28.5pp | 31.67%+59.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $411 | $2,055-80.0% | $5,453-92.5% | $3,358-87.8% |
| Admin fee / account holder | $6 | $2,250-99.7% | $14,116-100.0% | $3,203-99.8% |