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 | $11,003 | $65,061-83.1% | $143,757-92.3% | $66,914-83.6% |
| Participation rate | 66.4% | 65.2%+1.3pp | 80.3%-13.9pp | 69.8%-3.4pp |
| Annual return | 3.46% | -11.14%+14.6pp | -0.04%+3.5pp | 1.58%+1.9pp |
| Employer contribution / active EE | $573 | $2,361-75.7% | $4,951-88.4% | $2,544-77.5% |
| Participant deferral / active EE | $619 | $2,919-78.8% | $5,637-89.0% | $4,237-85.4% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |