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 8-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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,185 | $23,224-82.0% | $71,086-94.1% | $55,725-92.5% |
| Participation rate | 22.8% | 37.9%-15.1pp | 54.7%-31.9pp | 70.9%-48.1pp |
| Annual return | 59.25% | -2.87%+62.1pp | 650.59%-591.3pp | 244.93%-185.7pp |
| Employer contribution / active EE | $76 | $436-82.5% | $1,088-93.0% | $2,078-96.3% |
| Participant deferral / active EE | $343 | $929-63.0% | $1,874-81.7% | $3,356-89.8% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |