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 | $14,223 | $59,535-76.1% | $90,160-84.2% | $62,292-77.2% |
| Participation rate | 45.7% | 73.0%-27.3pp | 76.9%-31.1pp | 69.5%-23.8pp |
| Annual return | 22.45% | 23.53%-1.1pp | 34.88%-12.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $1,331 | $1,826-27.1% | $3,318-59.9% | $2,042-34.8% |
| Participant deferral / active EE | $2,732 | $4,639-41.1% | $5,288-48.3% | $3,169-13.8% |
| Admin fee / account holder | $20 | $337-94.1% | $5,943-99.7% | $479-95.8% |