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 | $60,022-99.7% | $88,946-99.8% | $84,808-99.8% |
| Participation rate | 60.4% | 57.8%+2.6pp | 68.8%-8.4pp | 68.3%-7.9pp |
| Annual return | 71.87% | 22.43%+49.4pp | 57.82%+14.0pp | 40.90%+31.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $343 | $3,114-89.0% | $4,581-92.5% | $4,212-91.8% |
| Admin fee / account holder | $9 | $4,811-99.8% | $8,261-99.9% | $7,344-99.9% |