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.
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 | $14,039 | $80,724-82.6% | $103,333-86.4% | $74,495-81.2% |
| Participation rate | 39.9% | 65.7%-25.8pp | 74.5%-34.6pp | 67.2%-27.3pp |
| Annual return | 13.36% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,353 | $3,157-57.1% | $3,868-65.0% | $2,623-48.4% |
| Participant deferral / active EE | $2,155 | $3,860-44.2% | $5,057-57.4% | $4,346-50.4% |
| Admin fee / account holder | $70 | $2,368-97.1% | $8,355-99.2% | $1,942-96.4% |