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 8-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,068 | $55,449-71.0% | $83,848-80.8% | $56,287-71.5% |
| Participation rate | 51.0% | 68.0%-17.0pp | 76.1%-25.1pp | 69.9%-18.8pp |
| Annual return | 8.19% | -1.38%+9.6pp | 850.88%-842.7pp | -9.96%+18.2pp |
| Employer contribution / active EE | $1,232 | $2,430-49.3% | $3,631-66.1% | $2,111-41.6% |
| Participant deferral / active EE | $2,111 | $2,935-28.1% | $4,082-48.3% | $3,350-37.0% |
| Admin fee / account holder | $17 | $656-97.4% | $5,478-99.7% | $521-96.8% |