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.
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 | $31,425 | $79,171-60.3% | $102,423-69.3% | $74,495-57.8% |
| Participation rate | 63.5% | 74.8%-11.3pp | 76.5%-13.0pp | 67.2%-3.7pp |
| Annual return | 12.44% | 54.93%-42.5pp | 29.32%-16.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $981 | $2,362-58.5% | $3,023-67.6% | $2,623-62.6% |
| Participant deferral / active EE | $2,929 | $4,415-33.7% | $5,053-42.0% | $4,346-32.6% |
| Admin fee / account holder | $16 | $2,001-99.2% | $9,451-99.8% | $1,942-99.2% |