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 6-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 | $6,582 | $61,473-89.3% | $81,930-92.0% | $73,409-91.0% |
| Participation rate | 6.3% | 72.4%-66.1pp | 72.0%-65.7pp | 72.2%-65.9pp |
| Annual return | 0.00% | 28.26%-28.3pp | 29.49%-29.5pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $400 | $3,080-87.0% | $7,107-94.4% | $3,805-89.5% |
| Admin fee / account holder | $0 | $125-100.0% | $5,158-100.0% | $158-100.0% |