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 | $62,323 | $60,165+3.6% | $74,183-16.0% | $55,167+13.0% |
| Participation rate | 38.1% | 74.2%-36.1pp | 76.6%-38.5pp | 69.0%-30.9pp |
| Annual return | 5.45% | 10.00%-4.6pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $882 | $1,600-44.9% | $2,370-62.8% | $1,963-55.1% |
| Participant deferral / active EE | $1,622 | $2,973-45.4% | $3,550-54.3% | $3,054-46.9% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |