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 | $22,099 | $69,362-68.1% | $101,248-78.2% | $73,488-69.9% |
| Participation rate | 67.2% | 68.4%-1.2pp | 75.8%-8.6pp | 70.7%-3.4pp |
| Annual return | 18.48% | 18.46%0pp | 46.47%-28.0pp | 28.51%-10.0pp |
| Employer contribution / active EE | $783 | $2,628-70.2% | $3,660-78.6% | $2,270-65.5% |
| Participant deferral / active EE | $2,600 | $3,300-21.2% | $4,370-40.5% | $3,740-30.5% |
| Admin fee / account holder | $16 | $704-97.8% | $5,945-99.7% | $513-97.0% |