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.
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 | $11,744 | $55,449-78.8% | $83,848-86.0% | $56,287-79.1% |
| Participation rate | 39.0% | 68.0%-29.0pp | 76.1%-37.2pp | 69.9%-30.9pp |
| Annual return | 20.96% | -1.38%+22.3pp | 850.88%-829.9pp | -9.96%+30.9pp |
| Employer contribution / active EE | $1,211 | $2,430-50.2% | $3,631-66.6% | $2,111-42.6% |
| Participant deferral / active EE | $1,808 | $2,935-38.4% | $4,082-55.7% | $3,350-46.0% |
| Admin fee / account holder | $10 | $656-98.4% | $5,478-99.8% | $521-98.0% |