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 10-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 | $12,079 | $52,953-77.2% | $172,739-93.0% | $65,185-81.5% |
| Participation rate | 31.7% | 66.2%-34.4pp | 82.6%-50.9pp | 70.2%-38.5pp |
| Annual return | 16.30% | 30.12%-13.8pp | 802.84%-786.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $369 | $2,190-83.2% | $5,143-92.8% | $2,177-83.1% |
| Participant deferral / active EE | $803 | $2,471-67.5% | $5,198-84.5% | $3,514-77.1% |
| Admin fee / account holder | $24 | $472-94.8% | $13,954-99.8% | $847-97.1% |