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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,085 | $52,639+17.9% | $185,117-66.5% | $62,292-0.3% |
| Participation rate | 38.7% | 63.9%-25.1pp | 77.3%-38.5pp | 69.5%-30.8pp |
| Annual return | 12.25% | 19.57%-7.3pp | 40.50%-28.3pp | 28.90%-16.7pp |
| Employer contribution / active EE | $830 | $1,483-44.0% | $4,182-80.1% | $2,042-59.4% |
| Participant deferral / active EE | $1,875 | $3,097-39.4% | $5,045-62.8% | $3,169-40.8% |
| Admin fee / account holder | $10 | $374-97.2% | $8,159-99.9% | $479-97.8% |