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.
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 | $10,308 | $69,362-85.1% | $101,248-89.8% | $73,488-86.0% |
| Participation rate | 65.3% | 68.4%-3.0pp | 75.8%-10.5pp | 70.7%-5.3pp |
| Annual return | 17.96% | 18.46%-0.5pp | 46.47%-28.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,931 | $2,628-26.5% | $3,660-47.2% | $2,270-14.9% |
| Participant deferral / active EE | $1,134 | $3,300-65.6% | $4,370-74.1% | $3,740-69.7% |
| Admin fee / account holder | $8 | $704-98.9% | $5,945-99.9% | $513-98.5% |