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 | $36,202 | $72,277-49.9% | $101,248-64.2% | $79,858-54.7% |
| Participation rate | 51.0% | 68.5%-17.4pp | 75.8%-24.8pp | 69.6%-18.6pp |
| Annual return | 11.69% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $823 | $3,282-74.9% | $4,370-81.2% | $3,740-78.0% |
| Admin fee / account holder | $3 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |