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 4-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 | $877 | $42,901-98.0% | $91,220-99.0% | $64,808-98.6% |
| Participation rate | 40.3% | 68.1%-27.9pp | 73.2%-32.9pp | 71.5%-31.2pp |
| Annual return | 0.00% | -13.53%+13.5pp | 114.01%-114.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,850-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $471 | $3,501-86.5% | $4,234-88.9% | $4,310-89.1% |
| Admin fee / account holder | $1 | $131-99.3% | $5,420-100.0% | $188-99.5% |