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 | $25,076 | $65,061-61.5% | $143,757-82.6% | $66,914-62.5% |
| Participation rate | 60.7% | 65.2%-4.5pp | 80.3%-19.7pp | 69.8%-9.1pp |
| Annual return | -14.51% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $730 | $2,361-69.1% | $4,951-85.2% | $2,544-71.3% |
| Participant deferral / active EE | $837 | $2,919-71.3% | $5,637-85.2% | $4,237-80.2% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.1% |