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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,062 | $54,701+97.6% | $86,188+25.4% | $71,457+51.2% |
| Participation rate | 20.9% | 60.1%-39.2pp | 69.0%-48.1pp | 67.9%-47.1pp |
| Annual return | -7.66% | 20.06%-27.7pp | 1168.45%-1176.1pp | 28.85%-36.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,016 | $3,108-35.1% | $3,985-49.4% | $4,289-53.0% |
| Admin fee / account holder | $58 | $1,922-97.0% | $6,852-99.2% | $1,587-96.4% |