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 | $33,715 | $55,453-39.2% | $170,442-80.2% | $62,292-45.9% |
| Participation rate | 22.1% | 66.4%-44.3pp | 83.6%-61.5pp | 69.5%-47.4pp |
| Annual return | 15.64% | 21.38%-5.7pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $642 | $2,303-72.1% | $4,939-87.0% | $3,169-79.7% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |