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 7-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 | $9,464 | $60,124-84.3% | $90,404-89.5% | $79,858-88.1% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | 29.69% | 71.94%-42.3pp | 1293.02%-1263.3pp | 31.71%-2.0pp |
| Employer contribution / active EE | $668 | $2,068-67.7% | $3,262-79.5% | $2,471-73.0% |
| Participant deferral / active EE | $2,299 | $2,938-21.8% | $3,963-42.0% | $3,740-38.5% |
| Admin fee / account holder | $120 | $3,976-97.0% | $5,611-97.9% | $5,306-97.7% |