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 | $14,695 | $73,360-80.0% | $177,989-91.7% | $74,495-80.3% |
| Participation rate | 68.2% | 66.6%+1.6pp | 77.1%-8.9pp | 67.2%+1.0pp |
| Annual return | 20.22% | 17.49%+2.7pp | 294.48%-274.3pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $1,815 | $2,216-18.1% | $3,949-54.0% | $2,623-30.8% |
| Participant deferral / active EE | $2,868 | $4,513-36.5% | $6,276-54.3% | $4,346-34.0% |
| Admin fee / account holder | $184 | $1,808-89.8% | $10,363-98.2% | $1,942-90.5% |