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 9-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 | $10,601 | $51,620-79.5% | $90,281-88.3% | $65,185-83.7% |
| Participation rate | 42.4% | 68.6%-26.2pp | 73.3%-30.9pp | 70.2%-27.8pp |
| Annual return | 20.46% | 24.94%-4.5pp | 78.10%-57.6pp | 29.38%-8.9pp |
| Employer contribution / active EE | $370 | $2,235-83.5% | $2,854-87.0% | $2,177-83.0% |
| Participant deferral / active EE | $854 | $2,871-70.3% | $3,885-78.0% | $3,514-75.7% |
| Admin fee / account holder | $121 | $384-68.6% | $5,351-97.7% | $847-85.7% |