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 | $14,238 | $41,281-65.5% | $109,313-87.0% | $57,658-75.3% |
| Participation rate | 28.9% | 59.3%-30.4pp | 71.3%-42.4pp | 70.2%-41.3pp |
| Annual return | 6.41% | 8.97%-2.6pp | 22.07%-15.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $528 | $1,201-56.1% | $3,892-86.4% | $1,974-73.2% |
| Participant deferral / active EE | $0 | $2,223-100.0% | $3,166-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $5,666-100.0% | $95-100.0% |