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 9-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 | $12,288 | $50,385-75.6% | $75,670-83.8% | $62,292-80.3% |
| Participation rate | 64.1% | 67.7%-3.6pp | 72.3%-8.2pp | 69.5%-5.4pp |
| Annual return | 38.64% | 19.90%+18.7pp | 27.34%+11.3pp | 28.90%+9.7pp |
| Employer contribution / active EE | $1,234 | $1,537-19.7% | $2,352-47.5% | $2,042-39.6% |
| Participant deferral / active EE | $1,821 | $2,445-25.5% | $3,142-42.0% | $3,169-42.5% |
| Admin fee / account holder | $19 | $384-95.0% | $5,800-99.7% | $479-96.0% |