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 | $762 | $108,719-99.3% | $101,326-99.2% | $85,563-99.1% |
| Participation rate | 16.9% | 80.9%-64.0pp | 81.5%-64.6pp | 66.0%-49.1pp |
| Annual return | 22.69% | 20.95%+1.7pp | 36.82%-14.1pp | 31.51%-8.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $86 | $8,545-99.0% | $7,994-98.9% | $4,375-98.0% |
| Admin fee / account holder | $98 | $685-85.6% | $11,185-99.1% | $834-88.2% |