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 9-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 | $21,105 | $60,488-65.1% | $109,895-80.8% | $79,386-73.4% |
| Participation rate | 35.7% | 67.0%-31.4pp | 74.2%-38.5pp | 70.7%-35.0pp |
| Annual return | 19.68% | 189.57%-169.9pp | 29.45%-9.8pp | 116.85%-97.2pp |
| Employer contribution / active EE | $0 | $1,649-100.0% | $2,842-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,863 | $3,220-11.1% | $4,048-29.3% | $4,046-29.2% |
| Admin fee / account holder | $19 | $605-96.9% | $6,066-99.7% | $626-97.0% |