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 | $7,575 | $25,723-70.6% | $69,182-89.1% | $55,167-86.3% |
| Participation rate | 23.7% | 39.4%-15.8pp | 55.1%-31.4pp | 69.0%-45.3pp |
| Annual return | 8.79% | 9.56%-0.8pp | -21.93%+30.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $178 | $480-62.9% | $1,206-85.2% | $1,963-90.9% |
| Participant deferral / active EE | $489 | $963-49.3% | $1,897-74.2% | $3,054-84.0% |
| Admin fee / account holder | $14 | $365-96.2% | $2,697-99.5% | $504-97.3% |