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.
Annual investment return 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 | $0 | $55,214-100.0% | $104,607-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 67.8%-67.8pp | 74.1%-74.1pp | 70.7%-70.7pp |
| Annual return | 6.50% | 24.79%-18.3pp | 340.46%-334.0pp | 28.51%-22.0pp |
| Employer contribution / active EE | $2,631 | $1,468+79.3% | $2,681-1.8% | $2,270+15.9% |
| Participant deferral / active EE | $4,297 | $2,925+46.9% | $3,740+14.9% | $3,740+14.9% |
| Admin fee / account holder | $0 | $424-100.0% | $6,473-100.0% | $513-100.0% |