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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,476 | $64,909-86.9% | $82,313-89.7% | $62,292-86.4% |
| Participation rate | 37.3% | 74.9%-37.6pp | 76.9%-39.6pp | 69.5%-32.2pp |
| Annual return | 32.60% | 21.18%+11.4pp | 25.88%+6.7pp | 28.90%+3.7pp |
| Employer contribution / active EE | $834 | $1,676-50.3% | $2,428-65.7% | $2,042-59.2% |
| Participant deferral / active EE | $1,409 | $3,103-54.6% | $3,706-62.0% | $3,169-55.5% |
| Admin fee / account holder | $4 | $440-99.0% | $5,608-99.9% | $479-99.1% |