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.
Annual investment return 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 | $27,042 | $46,732-42.1% | $156,549-82.7% | $55,167-51.0% |
| Participation rate | 42.6% | 65.8%-23.2pp | 84.0%-41.4pp | 69.0%-26.4pp |
| Annual return | 2.85% | 17.72%-14.9pp | 32.23%-29.4pp | 169.23%-166.4pp |
| Employer contribution / active EE | $341 | $2,105-83.8% | $5,501-93.8% | $1,963-82.6% |
| Participant deferral / active EE | $1,067 | $2,204-51.6% | $4,871-78.1% | $3,054-65.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |