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.
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 | $34,331 | $84,487-59.4% | $125,339-72.6% | $66,914-48.7% |
| Participation rate | 61.8% | 76.4%-14.6pp | 82.4%-20.6pp | 69.8%-8.0pp |
| Annual return | -6.32% | -8.39%+2.1pp | 572.05%-578.4pp | 1.58%-7.9pp |
| Employer contribution / active EE | $1,811 | $3,553-49.0% | $4,814-62.4% | $2,544-28.8% |
| Participant deferral / active EE | $3,162 | $6,781-53.4% | $7,446-57.5% | $4,237-25.4% |
| Admin fee / account holder | $74 | $685-89.2% | $10,010-99.3% | $593-87.5% |