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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,108 | $36,916-78.0% | $156,549-94.8% | $57,658-85.9% |
| Participation rate | 69.2% | 63.4%+5.8pp | 84.0%-14.8pp | 70.2%-1.0pp |
| Annual return | 4.60% | 12.38%-7.8pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $149 | $1,571-90.5% | $5,501-97.3% | $1,974-92.4% |
| Participant deferral / active EE | $646 | $1,926-66.5% | $4,871-86.7% | $3,061-78.9% |
| Admin fee / account holder | $5 | $82-94.5% | $13,027-100.0% | $95-95.2% |