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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,739 | $107,378-79.8% | $108,579-80.0% | $57,658-62.3% |
| Participation rate | 44.8% | 77.1%-32.3pp | 79.6%-34.8pp | 70.2%-25.4pp |
| Annual return | 14.81% | 12.80%+2.0pp | -51.70%+66.5pp | 5.13%+9.7pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,919 | $3,221-9.4% | $4,311-32.3% | $3,061-4.6% |
| Admin fee / account holder | $9 | $108-91.5% | $7,645-99.9% | $95-90.2% |