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.
Employer 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 | $11,825 | $46,297-74.5% | $71,671-83.5% | $62,292-81.0% |
| Participation rate | 35.2% | 60.6%-25.5pp | 68.7%-33.6pp | 69.5%-34.3pp |
| Annual return | 19.54% | 22.32%-2.8pp | 20.65%-1.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,054 | $2,235-52.8% | $3,438-69.3% | $3,169-66.7% |
| Admin fee / account holder | $9 | $461-98.0% | $5,558-99.8% | $479-98.1% |