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.
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).
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 | $6,441 | $73,004-91.2% | $90,749-92.9% | $68,494-90.6% |
| Participation rate | 44.4% | 70.8%-26.4pp | 75.7%-31.2pp | 67.9%-23.4pp |
| Annual return | -17.04% | -13.81%-3.2pp | -12.16%-4.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,062 | $3,627-43.1% | $4,564-54.8% | $4,027-48.8% |
| Admin fee / account holder | $50 | $5,896-99.2% | $8,445-99.4% | $5,403-99.1% |