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).
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 | $1,196 | $27,827-95.7% | $65,255-98.2% | $71,457-98.3% |
| Participation rate | 60.1% | 57.6%+2.5pp | 65.0%-4.8pp | 67.9%-7.8pp |
| Annual return | 0.00% | 41.58%-41.6pp | 47.35%-47.4pp | 28.85%-28.8pp |
| Employer contribution / active EE | $344 | $1,405-75.5% | $1,691-79.6% | $2,588-86.7% |
| Participant deferral / active EE | $541 | $1,861-70.9% | $2,831-80.9% | $4,289-87.4% |
| Admin fee / account holder | $2 | $3,850-100.0% | $4,112-100.0% | $1,587-99.9% |