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 | $13,185 | $52,953-75.1% | $172,739-92.4% | $65,185-79.8% |
| Participation rate | 36.7% | 66.2%-29.5pp | 82.6%-45.9pp | 70.2%-33.5pp |
| Annual return | 56.92% | 30.12%+26.8pp | 802.84%-745.9pp | 29.38%+27.5pp |
| Employer contribution / active EE | $568 | $2,190-74.0% | $5,143-88.9% | $2,177-73.9% |
| Participant deferral / active EE | $758 | $2,471-69.3% | $5,198-85.4% | $3,514-78.4% |
| Admin fee / account holder | $154 | $472-67.3% | $13,954-98.9% | $847-81.8% |