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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,705 | $62,723-70.2% | $142,863-86.9% | $86,799-78.5% |
| Participation rate | 19.0% | 62.6%-43.6pp | 71.9%-52.9pp | 72.3%-53.3pp |
| Annual return | 16.39% | 17.62%-1.2pp | 5637.54%-5621.2pp | 97.91%-81.5pp |
| Employer contribution / active EE | $426 | $1,627-73.8% | $4,144-89.7% | $2,405-82.3% |
| Participant deferral / active EE | $697 | $3,039-77.1% | $3,837-81.8% | $4,131-83.1% |
| Admin fee / account holder | $42 | $140-70.0% | $6,560-99.4% | $170-75.3% |