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 | $99,328 | $81,208+22.3% | $98,907+0.4% | $79,858+24.4% |
| Participation rate | 34.8% | 72.5%-37.7pp | 76.0%-41.2pp | 69.6%-34.9pp |
| Annual return | 19.19% | 60.99%-41.8pp | 196.43%-177.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $718 | $3,265-78.0% | $4,244-83.1% | $3,740-80.8% |
| Admin fee / account holder | $11 | $6,013-99.8% | $6,642-99.8% | $5,306-99.8% |