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.
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 | $9,158 | $46,732-80.4% | $156,549-94.2% | $55,167-83.4% |
| Participation rate | 27.0% | 65.8%-38.8pp | 84.0%-57.0pp | 69.0%-42.0pp |
| Annual return | 6.54% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $379 | $2,105-82.0% | $5,501-93.1% | $1,963-80.7% |
| Participant deferral / active EE | $1,023 | $2,204-53.6% | $4,871-79.0% | $3,054-66.5% |
| Admin fee / account holder | $144 | $418-65.6% | $13,027-98.9% | $504-71.4% |