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.
Annual investment return 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 | $10,344 | $37,426-72.4% | $77,482-86.6% | $79,858-87.0% |
| Participation rate | 49.3% | 41.5%+7.8pp | 54.2%-4.9pp | 69.6%-20.4pp |
| Annual return | 10.15% | 39.70%-29.5pp | 54.79%-44.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $494 | $637-22.4% | $986-49.9% | $2,471-80.0% |
| Participant deferral / active EE | $1,414 | $1,260+12.3% | $1,861-24.0% | $3,740-62.2% |
| Admin fee / account holder | $157 | $2,504-93.7% | $2,858-94.5% | $5,306-97.0% |