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.
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).
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 | $15,878 | $56,443-71.9% | $83,848-81.1% | $55,725-71.5% |
| Participation rate | 22.4% | 72.0%-49.7pp | 76.1%-53.8pp | 70.9%-48.5pp |
| Annual return | 6.63% | 393.67%-387.0pp | 850.88%-844.2pp | 244.93%-238.3pp |
| Employer contribution / active EE | $704 | $2,682-73.8% | $3,631-80.6% | $2,078-66.1% |
| Participant deferral / active EE | $1,219 | $2,965-58.9% | $4,082-70.1% | $3,356-63.7% |
| Admin fee / account holder | $81 | $156-47.9% | $5,478-98.5% | $115-29.4% |