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.
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 | $12,166 | $59,159-79.4% | $159,960-92.4% | $66,914-81.8% |
| Participation rate | 62.6% | 68.1%-5.5pp | 78.0%-15.4pp | 69.8%-7.2pp |
| Annual return | -18.27% | -12.26%-6.0pp | 408.60%-426.9pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,337 | $1,983-32.6% | $4,226-68.4% | $2,544-47.4% |
| Participant deferral / active EE | $2,081 | $4,395-52.6% | $6,182-66.3% | $4,237-50.9% |
| Admin fee / account holder | $172 | $591-70.9% | $8,698-98.0% | $593-71.0% |