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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,752 | $58,879-78.3% | $178,490-92.9% | $73,488-82.6% |
| Participation rate | 12.7% | 66.2%-53.5pp | 81.9%-69.2pp | 70.7%-58.0pp |
| Annual return | 10.94% | 24.86%-13.9pp | 151.07%-140.1pp | 28.51%-17.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $210 | $2,567-91.8% | $5,202-96.0% | $3,740-94.4% |
| Admin fee / account holder | $137 | $400-65.9% | $13,984-99.0% | $513-73.4% |