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 | $4,606 | $51,197-91.0% | $82,719-94.4% | $66,914-93.1% |
| Participation rate | 43.9% | 67.8%-23.9pp | 72.6%-28.6pp | 69.8%-25.9pp |
| Annual return | -6.42% | -9.64%+3.2pp | 701.18%-707.6pp | 1.58%-8.0pp |
| Employer contribution / active EE | $458 | $2,611-82.4% | $3,009-84.8% | $2,544-82.0% |
| Participant deferral / active EE | $1,272 | $3,458-63.2% | $4,395-71.1% | $4,237-70.0% |
| Admin fee / account holder | $14 | $416-96.6% | $5,329-99.7% | $593-97.6% |