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.
Employer 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).
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 | $9,439 | $36,767-74.3% | $81,478-88.4% | $62,292-84.8% |
| Participation rate | 20.0% | 54.4%-34.4pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 20.71% | 173.80%-153.1pp | 38.78%-18.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $2 | $1,128-99.8% | $2,568-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $1,202 | $2,111-43.0% | $3,537-66.0% | $3,169-62.1% |
| Admin fee / account holder | $39 | $797-95.1% | $4,561-99.1% | $479-91.8% |