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 4-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 | $104,539 | $60,989+71.4% | $60,874+71.7% | $66,914+56.2% |
| Participation rate | 6.3% | 74.5%-68.2pp | 73.1%-66.8pp | 69.8%-63.5pp |
| Annual return | 0.00% | -9.60%+9.6pp | 16.90%-16.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $155 | $3,615-95.7% | $3,817-95.9% | $4,237-96.3% |
| Admin fee / account holder | $112 | $338-66.8% | $3,224-96.5% | $593-81.1% |