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 7-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 | $3,978 | $45,825-91.3% | $90,645-95.6% | $56,287-92.9% |
| Participation rate | 57.3% | 66.7%-9.4pp | 74.0%-16.8pp | 69.9%-12.6pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.88%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,082 | $1,372-21.2% | $2,532-57.3% | $2,111-48.8% |
| Participant deferral / active EE | $2,343 | $2,562-8.5% | $3,425-31.6% | $3,350-30.0% |
| Admin fee / account holder | $13 | $413-96.9% | $4,994-99.7% | $521-97.6% |