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 4-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.
Employer 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,064 | $65,061-93.8% | $143,757-97.2% | $66,914-93.9% |
| Participation rate | 37.1% | 65.2%-28.0pp | 80.3%-43.2pp | 69.8%-32.7pp |
| Annual return | -12.20% | -11.14%-1.1pp | -0.04%-12.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $385 | $2,361-83.7% | $4,951-92.2% | $2,544-84.9% |
| Participant deferral / active EE | $1,246 | $2,919-57.3% | $5,637-77.9% | $4,237-70.6% |
| Admin fee / account holder | $13 | $502-97.4% | $14,673-99.9% | $593-97.8% |