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 | $41,116 | $35,986+14.3% | $77,482-46.9% | $73,488-44.1% |
| Participation rate | 35.0% | 40.8%-5.9pp | 54.2%-19.2pp | 70.7%-35.7pp |
| Annual return | 13.78% | 19.26%-5.5pp | 54.79%-41.0pp | 28.51%-14.7pp |
| Employer contribution / active EE | $57 | $557-89.8% | $986-94.2% | $2,270-97.5% |
| Participant deferral / active EE | $938 | $1,198-21.6% | $1,861-49.6% | $3,740-74.9% |
| Admin fee / account holder | $19 | $466-96.0% | $2,858-99.3% | $513-96.3% |