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 | $197 | $57,590-99.7% | $86,233-99.8% | $82,448-99.8% |
| Participation rate | 60.4% | 57.9%+2.6pp | 69.0%-8.6pp | 68.1%-7.7pp |
| Annual return | 71.87% | 22.41%+49.5pp | 61.39%+10.5pp | 41.64%+30.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $343 | $3,080-88.9% | $4,559-92.5% | $4,139-91.7% |
| Admin fee / account holder | $9 | $4,730-99.8% | $8,342-99.9% | $7,234-99.9% |