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 | $82,365 | $56,485+45.8% | $185,823-55.7% | $86,799-5.1% |
| Participation rate | 11.4% | 65.5%-54.1pp | 81.7%-70.3pp | 72.3%-60.9pp |
| Annual return | 16.92% | 118.04%-101.1pp | 122.05%-105.1pp | 97.91%-81.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $605 | $2,553-76.3% | $5,568-89.1% | $4,131-85.3% |
| Admin fee / account holder | $5 | $150-96.4% | $16,237-100.0% | $170-96.8% |