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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,175 | $86,332-76.6% | $125,175-83.9% | $65,185-69.0% |
| Participation rate | 56.2% | 75.3%-19.1pp | 79.8%-23.6pp | 70.2%-14.0pp |
| Annual return | 9.87% | 27.43%-17.6pp | 43.79%-33.9pp | 29.38%-19.5pp |
| Employer contribution / active EE | $900 | $2,040-55.9% | $3,865-76.7% | $2,177-58.6% |
| Participant deferral / active EE | $2,228 | $3,537-37.0% | $4,937-54.9% | $3,514-36.6% |
| Admin fee / account holder | $132 | $609-78.3% | $9,702-98.6% | $847-84.4% |