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 | $7,085 | $58,726-87.9% | $92,233-92.3% | $62,292-88.6% |
| Participation rate | 47.7% | 68.3%-20.6pp | 76.5%-28.7pp | 69.5%-21.8pp |
| Annual return | 13.45% | 43.62%-30.2pp | 176.28%-162.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $659 | $2,392-72.4% | $3,679-82.1% | $2,042-67.7% |
| Participant deferral / active EE | $278 | $2,766-90.0% | $3,897-92.9% | $3,169-91.2% |
| Admin fee / account holder | $16 | $556-97.2% | $5,194-99.7% | $479-96.7% |