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 8-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.
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 | $12,934 | $53,901-76.0% | $134,143-90.4% | $73,488-82.4% |
| Participation rate | 62.1% | 62.8%-0.7pp | 72.2%-10.0pp | 70.7%-8.5pp |
| Annual return | 30.33% | 15.82%+14.5pp | 36.33%-6.0pp | 28.51%+1.8pp |
| Employer contribution / active EE | $1,269 | $1,458-13.0% | $3,704-65.7% | $2,270-44.1% |
| Participant deferral / active EE | $1,948 | $2,739-28.9% | $3,499-44.3% | $3,740-47.9% |
| Admin fee / account holder | $25 | $581-95.8% | $6,684-99.6% | $513-95.2% |