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 3-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.
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 | $57,546 | $52,467+9.7% | $57,179+0.6% | $55,167+4.3% |
| Participation rate | 9.1% | 75.8%-66.7pp | 75.3%-66.2pp | 69.0%-59.8pp |
| Annual return | 4.02% | 7.72%-3.7pp | 14.59%-10.6pp | 169.23%-165.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $249 | $2,830-91.2% | $3,096-92.0% | $3,054-91.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |