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.
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 | $96,722 | $136,791-29.3% | $133,956-27.8% | - |
| Participation rate | 40.4% | 70.8%-30.4pp | 79.8%-39.4pp | - |
| Annual return | 15.56% | 9.25%+6.3pp | 45.09%-29.5pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $1,804 | $3,586-49.7% | $5,048-64.3% | - |
| Admin fee / account holder | $3 | $8,409-100.0% | $8,927-100.0% | - |