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.
Participant 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 | $30,788 | $73,638-58.2% | $108,410-71.6% | $79,386-61.2% |
| Participation rate | 66.0% | 77.4%-11.3pp | 80.1%-14.1pp | 70.7%-4.7pp |
| Annual return | 15.26% | 33.27%-18.0pp | 905.27%-890.0pp | 116.85%-101.6pp |
| Employer contribution / active EE | $852 | $2,397-64.5% | $3,558-76.1% | $2,427-64.9% |
| Participant deferral / active EE | $1,007 | $6,218-83.8% | $6,563-84.7% | $4,046-75.1% |
| Admin fee / account holder | $59 | $638-90.8% | $7,295-99.2% | $626-90.6% |