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.
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 | $24,036 | $63,299-62.0% | $91,001-73.6% | $62,292-61.4% |
| Participation rate | 68.6% | 73.3%-4.8pp | 75.6%-7.0pp | 69.5%-1.0pp |
| Annual return | 27.14% | 20.99%+6.1pp | 4.60%+22.5pp | 28.90%-1.8pp |
| Employer contribution / active EE | $1,060 | $1,807-41.3% | $2,456-56.8% | $2,042-48.1% |
| Participant deferral / active EE | $1,394 | $2,943-52.6% | $3,547-60.7% | $3,169-56.0% |
| Admin fee / account holder | $112 | $468-76.0% | $5,417-97.9% | $479-76.6% |