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.
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).
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 | $14,445 | $40,174-64.0% | $84,015-82.8% | $67,579-78.6% |
| Participation rate | 21.8% | 62.7%-40.9pp | 69.0%-47.2pp | 71.3%-49.5pp |
| Annual return | 20.64% | 25.82%-5.2pp | 71.31%-50.7pp | 378.56%-357.9pp |
| Employer contribution / active EE | $291 | $808-64.0% | $1,983-85.3% | $2,148-86.4% |
| Participant deferral / active EE | $655 | $2,301-71.5% | $3,239-79.8% | $3,539-81.5% |
| Admin fee / account holder | $90 | $128-30.2% | $6,101-98.5% | $142-37.1% |