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 6-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 | $12,816 | $47,126-72.8% | $149,673-91.4% | $74,419-82.8% |
| Participation rate | 46.1% | 63.4%-17.3pp | 78.8%-32.7pp | 70.7%-24.6pp |
| Annual return | 24.25% | 22.75%+1.5pp | 134.42%-110.2pp | 34.38%-10.1pp |
| Employer contribution / active EE | $421 | $1,905-77.9% | $4,818-91.3% | $2,637-84.0% |
| Participant deferral / active EE | $1,993 | $2,728-26.9% | $5,680-64.9% | $4,528-56.0% |
| Admin fee / account holder | $126 | $343-63.4% | $13,210-99.0% | $348-63.9% |