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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $87,526 | $99,985-12.5% | $146,665-40.3% | $85,850+2.0% |
| Participation rate | 44.1% | 73.1%-29.0pp | 80.1%-36.0pp | 69.3%-25.2pp |
| Annual return | 6.77% | 18.93%-12.2pp | 22.74%-16.0pp | 318.53%-311.8pp |
| Employer contribution / active EE | $12 | $2,559-99.5% | $4,136-99.7% | $2,565-99.5% |
| Participant deferral / active EE | $2,146 | $4,006-46.4% | $5,506-61.0% | $3,952-45.7% |
| Admin fee / account holder | $4 | $7,702-100.0% | $10,280-100.0% | $6,260-99.9% |