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 5-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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,599 | $26,549-86.4% | $61,373-94.1% | $66,914-94.6% |
| Participation rate | 24.7% | 38.1%-13.4pp | 52.6%-27.9pp | 69.8%-45.2pp |
| Annual return | 185.29% | -16.21%+201.5pp | 338.61%-153.3pp | 1.58%+183.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $837 | $1,338-37.5% | $2,125-60.6% | $4,237-80.2% |
| Admin fee / account holder | $7 | $409-98.2% | $2,130-99.6% | $593-98.7% |