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.
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 | $107,234 | $79,428+35.0% | $106,548+0.6% | $79,386+35.1% |
| Participation rate | 30.7% | 74.1%-43.4pp | 76.1%-45.4pp | 70.7%-40.0pp |
| Annual return | 13.17% | 18.27%-5.1pp | 26.80%-13.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $752 | $3,823-80.3% | $4,398-82.9% | $4,046-81.4% |
| Admin fee / account holder | $16 | $523-96.9% | $7,407-99.8% | $626-97.4% |