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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,323 | $72,254-77.4% | $86,677-81.2% | $64,808-74.8% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.6%-22.1pp | 71.5%-17.0pp |
| Annual return | -17.06% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,199 | $2,393-49.9% | $2,836-57.7% | $2,506-52.2% |
| Participant deferral / active EE | $1,755 | $4,658-62.3% | $4,656-62.3% | $4,310-59.3% |
| Admin fee / account holder | $12 | $174-92.9% | $7,493-99.8% | $188-93.4% |