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.
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 | $112,478 | $56,423+99.3% | $77,163+45.8% | $71,457+57.4% |
| Participation rate | 35.3% | 64.3%-29.1pp | 69.6%-34.3pp | 67.9%-32.7pp |
| Annual return | 17.22% | 19.05%-1.8pp | 37.87%-20.7pp | 28.85%-11.6pp |
| Employer contribution / active EE | $7 | $1,866-99.6% | $2,535-99.7% | $2,588-99.7% |
| Participant deferral / active EE | $3,901 | $3,142+24.2% | $3,833+1.8% | $4,289-9.0% |
| Admin fee / account holder | $11 | $1,429-99.3% | $5,472-99.8% | $1,587-99.3% |