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).
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 | $18,890 | $51,466-63.3% | $78,778-76.0% | $62,292-69.7% |
| Participation rate | 47.2% | 59.8%-12.6pp | 69.2%-22.0pp | 69.5%-22.3pp |
| Annual return | 18.49% | 19.96%-1.5pp | 35.62%-17.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $399 | $827-51.8% | $1,986-79.9% | $2,042-80.5% |
| Participant deferral / active EE | $556 | $2,147-74.1% | $2,958-81.2% | $3,169-82.5% |
| Admin fee / account holder | $10 | $489-98.0% | $5,134-99.8% | $479-97.9% |