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.
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 | $73,438 | $30,599+140.0% | $74,583-1.5% | $57,658+27.4% |
| Participation rate | 5.3% | 49.1%-43.9pp | 68.1%-62.8pp | 70.2%-64.9pp |
| Annual return | 10.42% | 14.24%-3.8pp | 20.47%-10.0pp | 5.13%+5.3pp |
| Employer contribution / active EE | $180 | $1,000-82.0% | $2,525-92.9% | $1,974-90.9% |
| Participant deferral / active EE | $308 | $1,805-82.9% | $3,458-91.1% | $3,061-89.9% |
| Admin fee / account holder | $114 | $98+16.2% | $4,138-97.2% | $95+20.5% |