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 | $682 | $50,982-98.7% | $154,803-99.6% | $85,563-99.2% |
| Participation rate | 57.3% | 59.8%-2.5pp | 78.1%-20.8pp | 66.0%-8.7pp |
| Annual return | 68.79% | 30.35%+38.4pp | 58.88%+9.9pp | 31.51%+37.3pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $388 | $2,474-84.3% | $5,540-93.0% | $4,375-91.1% |
| Admin fee / account holder | $132 | $846-84.4% | $14,329-99.1% | $834-84.2% |