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.
Annual investment return 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 | $10,884 | $42,772-74.6% | $87,507-87.6% | $55,167-80.3% |
| Participation rate | 47.1% | 66.5%-19.4pp | 73.8%-26.8pp | 69.0%-21.9pp |
| Annual return | 4.76% | 21.20%-16.4pp | 12.21%-7.4pp | 169.23%-164.5pp |
| Employer contribution / active EE | $831 | $1,277-34.9% | $2,550-67.4% | $1,963-57.6% |
| Participant deferral / active EE | $1,245 | $2,342-46.8% | $3,149-60.4% | $3,054-59.2% |
| Admin fee / account holder | $238 | $461-48.5% | $4,221-94.4% | $504-52.8% |