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.
Participant 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 | $8,796 | $75,388-88.3% | $123,544-92.9% | $55,725-84.2% |
| Participation rate | 64.8% | 75.7%-10.9pp | 82.3%-17.5pp | 70.9%-6.0pp |
| Annual return | -4.92% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,811 | $3,063-40.9% | $4,628-60.9% | $2,078-12.9% |
| Participant deferral / active EE | $1,144 | $5,651-79.8% | $6,426-82.2% | $3,356-65.9% |
| Admin fee / account holder | $93 | $120-22.5% | $9,284-99.0% | $115-19.4% |