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.
See the 10-year trajectory. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,990 | $50,666+20.4% | $76,817-20.6% | $65,185-6.4% |
| Participation rate | 40.3% | 68.8%-28.6pp | 72.1%-31.8pp | 70.2%-29.9pp |
| Annual return | 29.36% | 28.51%+0.8pp | 1166.11%-1136.7pp | 29.38%0pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,857 | $2,647+8.0% | $3,336-14.3% | $3,514-18.7% |
| Admin fee / account holder | $4 | $463-99.2% | $6,420-99.9% | $847-99.6% |