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 | $17,485 | $55,449-68.5% | $83,848-79.1% | $56,287-68.9% |
| Participation rate | 67.1% | 68.0%-0.9pp | 76.1%-9.1pp | 69.9%-2.8pp |
| Annual return | -6.63% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $799 | $2,430-67.1% | $3,631-78.0% | $2,111-62.2% |
| Participant deferral / active EE | $2,162 | $2,935-26.4% | $4,082-47.0% | $3,350-35.5% |
| Admin fee / account holder | $5 | $656-99.2% | $5,478-99.9% | $521-99.0% |