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 9-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.
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 | $4,528 | $26,549-82.9% | $61,373-92.6% | $66,914-93.2% |
| Participation rate | 7.3% | 38.1%-30.8pp | 52.6%-45.3pp | 69.8%-62.5pp |
| Annual return | -17.90% | -16.21%-1.7pp | 338.61%-356.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $89 | $1,338-93.4% | $2,125-95.8% | $4,237-97.9% |
| Admin fee / account holder | $21 | $409-94.9% | $2,130-99.0% | $593-96.5% |