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 9-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.
Employer 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 | $8,126 | $85,766-90.5% | $136,294-94.0% | $70,131-88.4% |
| Participation rate | 37.3% | 74.2%-36.9pp | 81.9%-44.7pp | 69.5%-32.3pp |
| Annual return | 14.61% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,670 | $5,051-27.4% | $6,247-41.3% | $3,332+10.1% |
| Admin fee / account holder | $163 | $5,420-97.0% | $9,243-98.2% | $4,645-96.5% |