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 | $23,496 | $79,694-70.5% | $96,139-75.6% | $79,386-70.4% |
| Participation rate | 9.8% | 54.0%-44.1pp | 68.4%-58.6pp | 70.7%-60.9pp |
| Annual return | 22.28% | 40.84%-18.6pp | 191.94%-169.7pp | 116.85%-94.6pp |
| Employer contribution / active EE | $312 | $1,443-78.4% | $2,797-88.9% | $2,427-87.2% |
| Participant deferral / active EE | $753 | $2,539-70.3% | $4,349-82.7% | $4,046-81.4% |
| Admin fee / account holder | $38 | $630-94.0% | $5,537-99.3% | $626-93.9% |