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 7-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.
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).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,186 | $58,879-87.8% | $178,490-96.0% | $73,488-90.2% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 26.79% | 24.86%+1.9pp | 151.07%-124.3pp | 28.51%-1.7pp |
| Employer contribution / active EE | $965 | $2,236-56.8% | $5,011-80.7% | $2,270-57.5% |
| Participant deferral / active EE | $1,306 | $2,567-49.1% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $31 | $400-92.2% | $13,984-99.8% | $513-93.9% |