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.
Participant 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).
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 | $10,959 | $50,637-78.4% | $86,590-87.3% | $62,292-82.4% |
| Participation rate | 18.9% | 67.9%-49.0pp | 73.5%-54.7pp | 69.5%-50.6pp |
| Annual return | 14.74% | 20.80%-6.1pp | 964.84%-950.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $315 | $2,075-84.8% | $2,839-88.9% | $2,042-84.6% |
| Participant deferral / active EE | $511 | $2,611-80.4% | $3,609-85.8% | $3,169-83.9% |
| Admin fee / account holder | $28 | $413-93.2% | $4,906-99.4% | $479-94.2% |