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.
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 | $14,018 | $46,292-69.7% | $143,757-90.2% | $64,808-78.4% |
| Participation rate | 7.2% | 64.2%-57.0pp | 80.3%-73.1pp | 71.5%-64.2pp |
| Annual return | 11.00% | -10.05%+21.1pp | -0.04%+11.0pp | 32.82%-21.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $407 | $2,646-84.6% | $5,637-92.8% | $4,310-90.6% |
| Admin fee / account holder | $27 | $154-82.7% | $14,673-99.8% | $188-85.8% |