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 3-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).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,639 | $61,272-85.9% | $149,673-94.2% | $71,457-87.9% |
| Participation rate | 12.6% | 62.5%-49.9pp | 78.8%-66.2pp | 67.9%-55.4pp |
| Annual return | 206.92% | 35.85%+171.1pp | 134.42%+72.5pp | 28.85%+178.1pp |
| Employer contribution / active EE | $435 | $2,378-81.7% | $4,818-91.0% | $2,588-83.2% |
| Participant deferral / active EE | $446 | $2,917-84.7% | $5,680-92.2% | $4,289-89.6% |
| Admin fee / account holder | $56 | $1,261-95.5% | $13,210-99.6% | $1,587-96.5% |