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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $12,789 | $88,122-85.5% | $141,162-90.9% | $67,579-81.1% |
| Participation rate | 41.4% | 76.5%-35.0pp | 82.5%-41.0pp | 71.3%-29.8pp |
| Annual return | 24.30% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $776 | $3,224-75.9% | $4,735-83.6% | $2,148-63.9% |
| Participant deferral / active EE | $1,625 | $5,958-72.7% | $6,709-75.8% | $3,539-54.1% |
| Admin fee / account holder | $48 | $131-63.3% | $10,261-99.5% | $142-66.2% |