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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,996 | $54,573-63.4% | $90,951-78.0% | $73,488-72.8% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 70.7%-16.2pp |
| Annual return | 17.91% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $931 | $991-6.1% | $2,122-56.1% | $2,270-59.0% |
| Participant deferral / active EE | $2,005 | $2,517-20.3% | $3,373-40.6% | $3,740-46.4% |
| Admin fee / account holder | $44 | $521-91.6% | $5,959-99.3% | $513-91.4% |