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.
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 | $7,336 | $61,272-88.0% | $149,673-95.1% | $71,457-89.7% |
| Participation rate | 52.7% | 62.5%-9.8pp | 78.8%-26.0pp | 67.9%-15.2pp |
| Annual return | 37.28% | 35.85%+1.4pp | 134.42%-97.1pp | 28.85%+8.4pp |
| Employer contribution / active EE | $711 | $2,378-70.1% | $4,818-85.2% | $2,588-72.5% |
| Participant deferral / active EE | $1,978 | $2,917-32.2% | $5,680-65.2% | $4,289-53.9% |
| Admin fee / account holder | $24 | $1,261-98.1% | $13,210-99.8% | $1,587-98.5% |