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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $43,423-100.0% | $78,689-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 73.6%-73.6pp | 69.0%-69.0pp |
| Annual return | 173.50% | 11.53%+162.0pp | 62.18%+111.3pp | 169.23%+4.3pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,655 | $2,509-34.0% | $3,517-52.9% | $3,054-45.8% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |