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 7-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 | $7,376 | $88,122-91.6% | $141,162-94.8% | $67,579-89.1% |
| Participation rate | 40.2% | 76.5%-36.2pp | 82.5%-42.2pp | 71.3%-31.0pp |
| Annual return | 21.27% | 75.40%-54.1pp | 71.39%-50.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $4,543 | $3,224+40.9% | $4,735-4.1% | $2,148+111.5% |
| Participant deferral / active EE | $1,004 | $5,958-83.1% | $6,709-85.0% | $3,539-71.6% |
| Admin fee / account holder | $97 | $131-25.7% | $10,261-99.1% | $142-31.7% |