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 | $30,382 | $50,982-40.4% | $154,803-80.4% | $85,563-64.5% |
| Participation rate | 24.6% | 59.8%-35.2pp | 78.1%-53.5pp | 66.0%-41.4pp |
| Annual return | 18.82% | 30.35%-11.5pp | 58.88%-40.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $530 | $2,474-78.6% | $5,540-90.4% | $4,375-87.9% |
| Admin fee / account holder | $6 | $846-99.3% | $14,329-100.0% | $834-99.3% |