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 | $29,891 | $79,694-62.5% | $96,139-68.9% | $79,386-62.3% |
| Participation rate | 13.1% | 54.0%-40.9pp | 68.4%-55.4pp | 70.7%-57.6pp |
| Annual return | 18.04% | 40.84%-22.8pp | 191.94%-173.9pp | 116.85%-98.8pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $739 | $2,539-70.9% | $4,349-83.0% | $4,046-81.7% |
| Admin fee / account holder | $77 | $630-87.8% | $5,537-98.6% | $626-87.7% |