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.
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 | $4,580 | $54,517-91.6% | $75,972-94.0% | $74,495-93.9% |
| Participation rate | 68.9% | 60.3%+8.6pp | 69.1%-0.1pp | 67.2%+1.7pp |
| Annual return | 15.93% | 31.82%-15.9pp | 359.55%-343.6pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $754 | $1,777-57.5% | $2,685-71.9% | $2,623-71.2% |
| Participant deferral / active EE | $1,104 | $3,066-64.0% | $4,255-74.0% | $4,346-74.6% |
| Admin fee / account holder | $18 | $2,229-99.2% | $6,467-99.7% | $1,942-99.1% |