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.
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 | $3,333 | $44,425-92.5% | $67,834-95.1% | $55,167-94.0% |
| Participation rate | 68.8% | 59.7%+9.0pp | 68.8%0pp | 69.0%-0.2pp |
| Annual return | 14.78% | 17.80%-3.0pp | 138.47%-123.7pp | 169.23%-154.5pp |
| Employer contribution / active EE | $263 | $1,351-80.6% | $2,403-89.1% | $1,963-86.6% |
| Participant deferral / active EE | $1,240 | $2,166-42.8% | $3,160-60.8% | $3,054-59.4% |
| Admin fee / account holder | $9 | $530-98.4% | $4,622-99.8% | $504-98.3% |