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.
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 | $24,474 | $51,769-52.7% | $57,343-57.3% | $52,331-53.2% |
| Participation rate | 44.6% | 75.2%-30.7pp | 75.1%-30.5pp | 68.1%-23.5pp |
| Annual return | 0.62% | 2.43%-1.8pp | 24.39%-23.8pp | 4.54%-3.9pp |
| Employer contribution / active EE | $414 | $2,335-82.3% | $2,689-84.6% | $1,882-78.0% |
| Participant deferral / active EE | $999 | $2,794-64.2% | $3,162-68.4% | $3,022-66.9% |
| Admin fee / account holder | $1 | $295-99.6% | $3,356-100.0% | $592-99.8% |