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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,776 | $56,443-86.2% | $83,848-90.7% | $55,725-86.0% |
| Participation rate | 27.6% | 72.0%-44.4pp | 76.1%-48.5pp | 70.9%-43.2pp |
| Annual return | -7.80% | 393.67%-401.5pp | 850.88%-858.7pp | 244.93%-252.7pp |
| Employer contribution / active EE | $546 | $2,682-79.6% | $3,631-85.0% | $2,078-73.7% |
| Participant deferral / active EE | $750 | $2,965-74.7% | $4,082-81.6% | $3,356-77.6% |
| Admin fee / account holder | $61 | $156-61.2% | $5,478-98.9% | $115-47.4% |