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 | $2,801 | $62,928-95.5% | $172,739-98.4% | $67,579-95.9% |
| Participation rate | 56.3% | 64.5%-8.2pp | 82.6%-26.4pp | 71.3%-15.0pp |
| Annual return | 25.43% | 30.36%-4.9pp | 802.84%-777.4pp | 378.56%-353.1pp |
| Employer contribution / active EE | $378 | $1,636-76.9% | $5,143-92.6% | $2,148-82.4% |
| Participant deferral / active EE | $74 | $2,145-96.6% | $5,198-98.6% | $3,539-97.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |