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 5-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,900 | $43,423-45.0% | $78,689-69.6% | $55,167-56.7% |
| Participation rate | 62.1% | 68.0%-6.0pp | 73.6%-11.5pp | 69.0%-6.9pp |
| Annual return | 11.45% | 11.53%-0.1pp | 62.18%-50.7pp | 169.23%-157.8pp |
| Employer contribution / active EE | $1,213 | $1,997-39.3% | $2,851-57.5% | $1,963-38.2% |
| Participant deferral / active EE | $708 | $2,509-71.8% | $3,517-79.9% | $3,054-76.8% |
| Admin fee / account holder | $8 | $416-98.1% | $4,510-99.8% | $504-98.4% |