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.
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 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 | $13,876 | $54,368-74.5% | $117,039-88.1% | $62,292-77.7% |
| Participation rate | 55.4% | 64.9%-9.5pp | 77.2%-21.7pp | 69.5%-14.1pp |
| Annual return | 14.20% | 21.77%-7.6pp | 18.95%-4.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $461 | $1,692-72.8% | $3,785-87.8% | $2,042-77.4% |
| Participant deferral / active EE | $853 | $2,269-62.4% | $3,929-78.3% | $3,169-73.1% |
| Admin fee / account holder | $7 | $493-98.6% | $5,974-99.9% | $479-98.6% |