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.
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 | $25,450 | $63,299-59.8% | $91,001-72.0% | $62,292-59.1% |
| Participation rate | 66.1% | 73.3%-7.2pp | 75.6%-9.5pp | 69.5%-3.4pp |
| Annual return | 19.45% | 20.99%-1.5pp | 4.60%+14.9pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,109 | $1,807-38.6% | $2,456-54.9% | $2,042-45.7% |
| Participant deferral / active EE | $1,502 | $2,943-49.0% | $3,547-57.7% | $3,169-52.6% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |