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 7-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 | $6,803 | $59,263-88.5% | $96,562-93.0% | $79,386-91.4% |
| Participation rate | 36.1% | 61.9%-25.8pp | 69.8%-33.7pp | 70.7%-34.6pp |
| Annual return | 12.73% | 27.07%-14.3pp | 37.78%-25.1pp | 116.85%-104.1pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,063 | $2,948-63.9% | $3,849-72.4% | $4,046-73.7% |
| Admin fee / account holder | $140 | $658-78.7% | $6,181-97.7% | $626-77.6% |