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 | $60,369 | $59,263+1.9% | $96,562-37.5% | $79,386-24.0% |
| Participation rate | 47.8% | 61.9%-14.1pp | 69.8%-22.0pp | 70.7%-22.9pp |
| Annual return | 10.70% | 27.07%-16.4pp | 37.78%-27.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $71 | $1,216-94.1% | $2,356-97.0% | $2,427-97.1% |
| Participant deferral / active EE | $3,022 | $2,948+2.5% | $3,849-21.5% | $4,046-25.3% |
| Admin fee / account holder | $110 | $658-83.3% | $6,181-98.2% | $626-82.4% |