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 | $22,324 | $66,310-66.3% | $93,606-76.2% | $65,185-65.8% |
| Participation rate | 57.5% | 74.0%-16.5pp | 75.8%-18.3pp | 70.2%-12.7pp |
| Annual return | 25.29% | 42.58%-17.3pp | 32.76%-7.5pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,047 | $2,012-48.0% | $2,718-61.5% | $2,177-51.9% |
| Participant deferral / active EE | $1,718 | $3,342-48.6% | $4,069-57.8% | $3,514-51.1% |
| Admin fee / account holder | $153 | $6,897-97.8% | $7,888-98.1% | $847-82.0% |