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 4-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 | $52,992 | $102,553-48.3% | $151,611-65.0% | $66,914-20.8% |
| Participation rate | 61.9% | 85.5%-23.6pp | 87.5%-25.6pp | 69.8%-7.9pp |
| Annual return | -14.00% | -10.82%-3.2pp | 3.33%-17.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $974 | $4,180-76.7% | $6,166-84.2% | $2,544-61.7% |
| Participant deferral / active EE | $4,071 | $6,641-38.7% | $8,363-51.3% | $4,237-3.9% |
| Admin fee / account holder | $154 | $630-75.5% | $11,616-98.7% | $593-74.0% |