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 | $13,483 | $46,292-70.9% | $143,757-90.6% | $64,808-79.2% |
| Participation rate | 36.3% | 64.2%-28.0pp | 80.3%-44.1pp | 71.5%-35.2pp |
| Annual return | 5.62% | -10.05%+15.7pp | -0.04%+5.7pp | 32.82%-27.2pp |
| Employer contribution / active EE | $588 | $1,910-69.2% | $4,951-88.1% | $2,506-76.5% |
| Participant deferral / active EE | $523 | $2,646-80.2% | $5,637-90.7% | $4,310-87.9% |
| Admin fee / account holder | $4 | $154-97.5% | $14,673-100.0% | $188-98.0% |