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.
Employer 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 | $33,451 | $58,879-43.2% | $178,490-81.3% | $73,488-54.5% |
| Participation rate | 42.8% | 66.2%-23.5pp | 81.9%-39.2pp | 70.7%-27.9pp |
| Annual return | 11.40% | 24.86%-13.5pp | 151.07%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $294 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $2,677 | $2,567+4.3% | $5,202-48.5% | $3,740-28.4% |
| Admin fee / account holder | $271 | $400-32.2% | $13,984-98.1% | $513-47.1% |