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 | $4,892 | $52,208-90.6% | $86,612-94.4% | $74,419-93.4% |
| Participation rate | 49.8% | 66.3%-16.5pp | 71.7%-21.9pp | 70.7%-20.9pp |
| Annual return | 22.43% | 44.46%-22.0pp | 591.07%-568.6pp | 34.38%-11.9pp |
| Employer contribution / active EE | $426 | $2,282-81.3% | $3,022-85.9% | $2,637-83.9% |
| Participant deferral / active EE | $1,170 | $3,383-65.4% | $4,438-73.6% | $4,528-74.2% |
| Admin fee / account holder | $16 | $319-95.1% | $5,614-99.7% | $348-95.5% |