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.
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 | $18,409 | $82,202-77.6% | $125,339-85.3% | $64,808-71.6% |
| Participation rate | 48.6% | 77.9%-29.3pp | 82.4%-33.8pp | 71.5%-22.8pp |
| Annual return | -18.39% | 3.48%-21.9pp | 572.05%-590.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,292 | $3,615-64.3% | $4,814-73.2% | $2,506-48.5% |
| Participant deferral / active EE | $3,701 | $7,175-48.4% | $7,446-50.3% | $4,310-14.1% |
| Admin fee / account holder | $59 | $163-63.8% | $10,010-99.4% | $188-68.6% |