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 | $13,424 | $59,328-77.4% | $118,925-88.7% | $73,488-81.7% |
| Participation rate | 49.2% | 62.3%-13.1pp | 75.4%-26.2pp | 70.7%-21.5pp |
| Annual return | 11.06% | 19.13%-8.1pp | 35.88%-24.8pp | 28.51%-17.4pp |
| Employer contribution / active EE | $289 | $1,803-84.0% | $3,263-91.1% | $2,270-87.3% |
| Participant deferral / active EE | $1,694 | $2,604-35.0% | $4,265-60.3% | $3,740-54.7% |
| Admin fee / account holder | $10 | $600-98.4% | $6,581-99.9% | $513-98.1% |