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 | $459 | $50,815-99.1% | $155,509-99.7% | $77,643-99.4% |
| Participation rate | 52.5% | 63.1%-10.6pp | 78.2%-25.7pp | 70.6%-18.1pp |
| Annual return | 25.52% | 34.80%-9.3pp | 64.67%-39.2pp | 31.24%-5.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $198 | $2,822-93.0% | $5,626-96.5% | $4,647-95.7% |
| Admin fee / account holder | $52 | $437-88.1% | $15,912-99.7% | $430-88.0% |