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 5-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,594 | $89,652-74.8% | $141,162-84.0% | $65,185-65.3% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.5%-18.0pp | 70.2%-5.8pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,641 | $3,065-46.4% | $4,735-65.3% | $2,177-24.6% |
| Participant deferral / active EE | $2,299 | $5,691-59.6% | $6,709-65.7% | $3,514-34.6% |
| Admin fee / account holder | $82 | $569-85.6% | $10,261-99.2% | $847-90.4% |