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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,725 | $57,096-81.2% | $94,224-88.6% | $55,191-80.6% |
| Participation rate | 41.6% | 75.7%-34.1pp | 78.8%-37.2pp | 69.2%-27.6pp |
| Annual return | 0.69% | 159.65%-159.0pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,009 | $3,165-36.5% | $4,320-53.5% | $3,046-34.1% |
| Admin fee / account holder | $3 | $89-97.1% | $6,269-100.0% | $91-97.2% |