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 6-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.
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 | $7,310 | $104,317-93.0% | $159,436-95.4% | $86,799-91.6% |
| Participation rate | 44.2% | 77.7%-33.5pp | 82.8%-38.6pp | 72.3%-28.1pp |
| Annual return | 157.40% | 26.32%+131.1pp | 263.57%-106.2pp | 97.91%+59.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,330 | $6,837-36.7% | $7,352-41.1% | $4,131+4.8% |
| Admin fee / account holder | $11 | $172-93.6% | $10,799-99.9% | $170-93.5% |