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 | $423 | $61,058-99.3% | $71,209-99.4% | $85,563-99.5% |
| Participation rate | 16.2% | 58.6%-42.4pp | 73.8%-57.6pp | 66.0%-49.8pp |
| Annual return | 84.39% | 100.41%-16.0pp | 282.51%-198.1pp | 31.51%+52.9pp |
| Employer contribution / active EE | $0 | $2,199-100.0% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $85 | $3,173-97.3% | $4,175-98.0% | $4,375-98.1% |
| Admin fee / account holder | $96 | $855-88.8% | $5,349-98.2% | $834-88.5% |