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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,651 | $49,138-76.3% | $84,015-86.1% | $65,185-82.1% |
| Participation rate | 57.7% | 60.7%-3.1pp | 69.0%-11.4pp | 70.2%-12.5pp |
| Annual return | 31.98% | 23.00%+9.0pp | 71.31%-39.3pp | 29.38%+2.6pp |
| Employer contribution / active EE | $879 | $914-3.8% | $1,983-55.7% | $2,177-59.6% |
| Participant deferral / active EE | $1,369 | $2,397-42.9% | $3,239-57.7% | $3,514-61.1% |
| Admin fee / account holder | $4 | $543-99.2% | $6,101-99.9% | $847-99.5% |