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.
Participant 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 | $25,685 | $55,415-53.7% | $155,509-83.5% | $74,495-65.5% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 14.32% | 268.50%-254.2pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,372 | $2,267-39.5% | $4,672-70.6% | $2,623-47.7% |
| Participant deferral / active EE | $612 | $2,836-78.4% | $5,626-89.1% | $4,346-85.9% |
| Admin fee / account holder | $8 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |