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 | $7,103 | $91,190-92.2% | $178,490-96.0% | $79,858-91.1% |
| Participation rate | 41.3% | 69.2%-27.9pp | 81.9%-40.6pp | 69.6%-28.3pp |
| Annual return | 55.10% | 24.19%+30.9pp | 151.07%-96.0pp | 31.71%+23.4pp |
| Employer contribution / active EE | $929 | $3,256-71.5% | $5,011-81.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,227 | $3,236-62.1% | $5,202-76.4% | $3,740-67.2% |
| Admin fee / account holder | $31 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |