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 | $25,205 | $100,923-75.0% | $150,045-83.2% | $74,304-66.1% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.3%-13.3pp | 60.3%+8.6pp |
| Annual return | 22.61% | 51.77%-29.2pp | 62.55%-39.9pp | 29.43%-6.8pp |
| Employer contribution / active EE | $1,587 | $3,463-54.2% | $4,693-66.2% | $2,241-29.2% |
| Participant deferral / active EE | $2,653 | $6,709-60.5% | $7,997-66.8% | $3,767-29.6% |
| Admin fee / account holder | $10 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |