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 6-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.
Participant contribution per participant 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 | $6,707 | $30,086-77.7% | $61,373-89.1% | $64,808-89.7% |
| Participation rate | 9.0% | 36.4%-27.4pp | 52.6%-43.6pp | 71.5%-62.5pp |
| Annual return | -17.77% | -13.99%-3.8pp | 338.61%-356.4pp | 32.82%-50.6pp |
| Employer contribution / active EE | $184 | $536-65.6% | $1,159-84.1% | $2,506-92.6% |
| Participant deferral / active EE | $265 | $1,126-76.5% | $2,125-87.5% | $4,310-93.9% |
| Admin fee / account holder | $31 | $148-79.2% | $2,130-98.6% | $188-83.6% |