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 7-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 | $32,900 | $82,978-60.4% | $129,995-74.7% | $71,457-54.0% |
| Participation rate | 68.9% | 74.1%-5.2pp | 78.5%-9.6pp | 67.9%+0.9pp |
| Annual return | 23.51% | 20.60%+2.9pp | -137.18%+160.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $2,177 | $2,622-17.0% | $4,320-49.6% | $2,588-15.9% |
| Participant deferral / active EE | $4,805 | $4,432+8.4% | $5,820-17.4% | $4,289+12.0% |
| Admin fee / account holder | $5 | $1,729-99.7% | $10,614-100.0% | $1,587-99.7% |