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 | $14,784 | $56,443-73.8% | $83,848-82.4% | $55,725-73.5% |
| Participation rate | 51.2% | 72.0%-20.8pp | 76.1%-24.9pp | 70.9%-19.7pp |
| Annual return | 12.10% | 393.67%-381.6pp | 850.88%-838.8pp | 244.93%-232.8pp |
| Employer contribution / active EE | $2,338 | $2,682-12.8% | $3,631-35.6% | $2,078+12.5% |
| Participant deferral / active EE | $736 | $2,965-75.2% | $4,082-82.0% | $3,356-78.1% |
| Admin fee / account holder | $7 | $156-95.6% | $5,478-99.9% | $115-94.0% |