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 | $15,874 | $46,732-66.0% | $156,549-89.9% | $55,167-71.2% |
| Participation rate | 26.2% | 65.8%-39.6pp | 84.0%-57.8pp | 69.0%-42.8pp |
| Annual return | 6.83% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $106 | $2,105-95.0% | $5,501-98.1% | $1,963-94.6% |
| Participant deferral / active EE | $683 | $2,204-69.0% | $4,871-86.0% | $3,054-77.6% |
| Admin fee / account holder | $41 | $418-90.3% | $13,027-99.7% | $504-91.9% |