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 8-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 | $7,260 | $65,409-88.9% | $98,442-92.6% | $85,850-91.5% |
| Participation rate | 61.2% | 65.0%-3.8pp | 73.3%-12.1pp | 69.3%-8.1pp |
| Annual return | 16.19% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $298 | $2,168-86.3% | $2,960-89.9% | $2,565-88.4% |
| Participant deferral / active EE | $1,024 | $3,166-67.7% | $4,276-76.1% | $3,952-74.1% |
| Admin fee / account holder | $76 | $4,593-98.4% | $5,949-98.7% | $6,260-98.8% |