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 6-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 | $8,071 | $26,549-69.6% | $61,373-86.8% | $66,914-87.9% |
| Participation rate | 32.1% | 38.1%-6.0pp | 52.6%-20.5pp | 69.8%-37.7pp |
| Annual return | -21.59% | -16.21%-5.4pp | 338.61%-360.2pp | 1.58%-23.2pp |
| Employer contribution / active EE | $147 | $651-77.5% | $1,159-87.3% | $2,544-94.2% |
| Participant deferral / active EE | $1,466 | $1,338+9.5% | $2,125-31.0% | $4,237-65.4% |
| Admin fee / account holder | $109 | $409-73.3% | $2,130-94.9% | $593-81.6% |