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.
Annual investment return 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 | $23,030 | $87,733-73.7% | $106,548-78.4% | $85,850-73.2% |
| Participation rate | 38.7% | 71.9%-33.2pp | 76.1%-37.4pp | 69.3%-30.6pp |
| Annual return | 9.17% | 21.86%-12.7pp | 26.80%-17.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $966 | $2,073-53.4% | $2,819-65.7% | $2,565-62.4% |
| Participant deferral / active EE | $1,814 | $3,469-47.7% | $4,398-58.8% | $3,952-54.1% |
| Admin fee / account holder | $143 | $6,767-97.9% | $7,407-98.1% | $6,260-97.7% |