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.
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 | $18,317 | $42,548-56.9% | $74,550-75.4% | $56,287-67.5% |
| Participation rate | 56.9% | 60.5%-3.6pp | 69.1%-12.2pp | 69.9%-12.9pp |
| Annual return | -4.53% | 12.40%-16.9pp | 32.53%-37.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $818 | $855-4.3% | $1,961-58.3% | $2,111-61.2% |
| Participant deferral / active EE | $1,166 | $2,277-48.8% | $3,108-62.5% | $3,350-65.2% |
| Admin fee / account holder | $3 | $467-99.4% | $5,060-99.9% | $521-99.4% |