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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $21,058 | $69,305-69.6% | $82,313-74.4% | $69,631-69.8% |
| Participation rate | 26.5% | 80.3%-53.7pp | 76.9%-50.4pp | 70.7%-44.2pp |
| Annual return | 14.26% | 21.47%-7.2pp | 25.88%-11.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $618 | $1,887-67.2% | $2,428-74.5% | $2,032-69.6% |
| Participant deferral / active EE | $907 | $3,568-74.6% | $3,706-75.5% | $3,224-71.9% |
| Admin fee / account holder | $84 | $97-13.4% | $5,608-98.5% | $110-23.8% |