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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,481 | $46,292-90.3% | $143,757-96.9% | $64,808-93.1% |
| Participation rate | 44.0% | 64.2%-20.3pp | 80.3%-36.4pp | 71.5%-27.5pp |
| Annual return | -14.34% | -10.05%-4.3pp | -0.04%-14.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $393 | $1,910-79.4% | $4,951-92.1% | $2,506-84.3% |
| Participant deferral / active EE | $1,120 | $2,646-57.7% | $5,637-80.1% | $4,310-74.0% |
| Admin fee / account holder | $38 | $154-75.4% | $14,673-99.7% | $188-79.9% |