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 8-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 | $13,774 | $50,815-72.9% | $155,509-91.1% | $77,643-82.3% |
| Participation rate | 23.3% | 63.1%-39.8pp | 78.2%-54.9pp | 70.6%-47.3pp |
| Annual return | 14.69% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $383 | $1,993-80.8% | $4,672-91.8% | $2,726-85.9% |
| Participant deferral / active EE | $596 | $2,822-78.9% | $5,626-89.4% | $4,647-87.2% |
| Admin fee / account holder | $107 | $437-75.4% | $15,912-99.3% | $430-75.0% |