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 | $4,439 | $65,390-93.2% | $169,368-97.4% | $71,457-93.8% |
| Participation rate | 43.2% | 67.0%-23.7pp | 77.1%-33.9pp | 67.9%-24.7pp |
| Annual return | 19.44% | 21.31%-1.9pp | 405.60%-386.2pp | 28.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,970 | $4,367-54.9% | $6,221-68.3% | $4,289-54.1% |
| Admin fee / account holder | $11 | $1,324-99.2% | $9,003-99.9% | $1,587-99.3% |