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.
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,037 | $54,573-74.3% | $90,951-84.6% | $73,488-80.9% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.0%-13.8pp | 70.7%-15.5pp |
| Annual return | 25.30% | 16.69%+8.6pp | 134.60%-109.3pp | 28.51%-3.2pp |
| Employer contribution / active EE | $812 | $991-18.0% | $2,122-61.7% | $2,270-64.2% |
| Participant deferral / active EE | $1,337 | $2,517-46.9% | $3,373-60.4% | $3,740-64.2% |
| Admin fee / account holder | $4 | $521-99.3% | $5,959-99.9% | $513-99.3% |