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 | $57,365 | $55,449+3.5% | $83,848-31.6% | $56,287+1.9% |
| Participation rate | 64.1% | 68.0%-3.9pp | 76.1%-12.0pp | 69.9%-5.7pp |
| Annual return | -6.87% | -1.38%-5.5pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $14,576 | $2,430+499.7% | $3,631+301.4% | $2,111+590.5% |
| Participant deferral / active EE | $1,193 | $2,935-59.4% | $4,082-70.8% | $3,350-64.4% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |