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 | $43,626 | $93,182-53.2% | $146,665-70.3% | $79,386-45.0% |
| Participation rate | 38.3% | 76.4%-38.1pp | 80.1%-41.8pp | 70.7%-32.4pp |
| Annual return | 16.35% | 21.61%-5.3pp | 22.74%-6.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,494 | $4,169-40.2% | $5,506-54.7% | $4,046-38.4% |
| Admin fee / account holder | $179 | $585-69.5% | $10,280-98.3% | $626-71.5% |