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).
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 | $12,056 | $37,196-67.6% | $154,107-92.2% | $55,725-78.4% |
| Participation rate | 55.7% | 64.1%-8.4pp | 83.0%-27.3pp | 70.9%-15.1pp |
| Annual return | -4.81% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,521 | $2,068+21.9% | $5,081-50.4% | $3,356-24.9% |
| Admin fee / account holder | $7 | $102-93.1% | $13,411-99.9% | $115-93.9% |