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.
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 | $10,493 | $54,045-80.6% | $115,157-90.9% | $65,185-83.9% |
| Participation rate | 65.0% | 63.5%+1.5pp | 75.9%-10.9pp | 70.2%-5.2pp |
| Annual return | 19.51% | 26.55%-7.0pp | 35.60%-16.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $142 | $1,653-91.4% | $3,179-95.5% | $2,177-93.5% |
| Participant deferral / active EE | $1,785 | $2,504-28.7% | $4,168-57.2% | $3,514-49.2% |
| Admin fee / account holder | $8 | $626-98.8% | $7,088-99.9% | $847-99.1% |