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 | $19,159 | $91,517-79.1% | $101,248-81.1% | $73,409-73.9% |
| Participation rate | 43.3% | 73.8%-30.5pp | 75.8%-32.5pp | 72.2%-28.9pp |
| Annual return | 20.22% | 17.17%+3.1pp | 46.47%-26.3pp | 59.29%-39.1pp |
| Employer contribution / active EE | $1,157 | $2,877-59.8% | $3,660-68.4% | $2,234-48.2% |
| Participant deferral / active EE | $1,894 | $3,338-43.3% | $4,370-56.7% | $3,805-50.2% |
| Admin fee / account holder | $129 | $216-40.0% | $5,945-97.8% | $158-18.0% |