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 | $33,103 | $54,573-39.3% | $90,951-63.6% | $73,488-55.0% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.0%-13.8pp | 70.7%-15.5pp |
| Annual return | 9.74% | 16.69%-6.9pp | 134.60%-124.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $49 | $991-95.1% | $2,122-97.7% | $2,270-97.9% |
| Participant deferral / active EE | $1,982 | $2,517-21.2% | $3,373-41.2% | $3,740-47.0% |
| Admin fee / account holder | $15 | $521-97.1% | $5,959-99.7% | $513-97.1% |