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).
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 | $8,819 | $56,972-84.5% | $182,532-95.2% | $65,185-86.5% |
| Participation rate | 46.6% | 66.5%-19.9pp | 78.0%-31.4pp | 70.2%-23.6pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.54%-148.5pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,190 | $1,615-26.3% | $4,076-70.8% | $2,177-45.3% |
| Participant deferral / active EE | $1,830 | $3,526-48.1% | $5,524-66.9% | $3,514-47.9% |
| Admin fee / account holder | $80 | $528-84.9% | $8,592-99.1% | $847-90.6% |