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 | $26,194 | $52,293-49.9% | $178,490-85.3% | $73,409-64.3% |
| Participation rate | 15.2% | 65.3%-50.2pp | 81.9%-66.8pp | 72.2%-57.0pp |
| Annual return | 15.00% | 34.75%-19.7pp | 151.07%-136.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $516 | $2,332-77.9% | $5,202-90.1% | $3,805-86.4% |
| Admin fee / account holder | $13 | $127-90.1% | $13,984-99.9% | $158-92.0% |