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 7-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 | $1,256 | $56,485-97.8% | $185,823-99.3% | $86,799-98.6% |
| Participation rate | 2.8% | 65.5%-62.7pp | 81.7%-78.9pp | 72.3%-69.5pp |
| Annual return | 16.29% | 118.04%-101.7pp | 122.05%-105.8pp | 97.91%-81.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $37 | $2,553-98.5% | $5,568-99.3% | $4,131-99.1% |
| Admin fee / account holder | $18 | $150-88.0% | $16,237-99.9% | $170-89.4% |