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.
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 | $80,783 | $66,310+21.8% | $93,606-13.7% | $65,185+23.9% |
| Participation rate | 33.3% | 74.0%-40.7pp | 75.8%-42.5pp | 70.2%-36.9pp |
| Annual return | 21.41% | 42.58%-21.2pp | 32.76%-11.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $507 | $3,342-84.8% | $4,069-87.5% | $3,514-85.6% |
| Admin fee / account holder | $37 | $6,897-99.5% | $7,888-99.5% | $847-95.7% |