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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,344 | $65,061-85.6% | $143,757-93.5% | $66,914-86.0% |
| Participation rate | 19.2% | 65.2%-46.0pp | 80.3%-61.1pp | 69.8%-50.6pp |
| Annual return | -11.52% | -11.14%-0.4pp | -0.04%-11.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $144 | $2,919-95.1% | $5,637-97.5% | $4,237-96.6% |
| Admin fee / account holder | $44 | $502-91.2% | $14,673-99.7% | $593-92.6% |