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 9-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.
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 | $21,455 | $49,451-56.6% | $79,550-73.0% | $66,914-67.9% |
| Participation rate | 16.4% | 61.3%-44.9pp | 69.5%-53.1pp | 69.8%-53.4pp |
| Annual return | -16.78% | 84.25%-101.0pp | 0.16%-16.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $472 | $1,266-62.7% | $2,413-80.4% | $2,544-81.4% |
| Participant deferral / active EE | $875 | $3,159-72.3% | $3,985-78.1% | $4,237-79.4% |
| Admin fee / account holder | $122 | $595-79.5% | $6,832-98.2% | $593-79.5% |