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.
Annual investment return 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 | $109,879 | $80,724+36.1% | $103,333+6.3% | $74,495+47.5% |
| Participation rate | 47.4% | 65.7%-18.3pp | 74.5%-27.1pp | 67.2%-19.8pp |
| Annual return | 8.39% | 27.56%-19.2pp | 24.88%-16.5pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $12,778 | $3,157+304.7% | $3,868+230.4% | $2,623+387.1% |
| Participant deferral / active EE | $1,072 | $3,860-72.2% | $5,057-78.8% | $4,346-75.3% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |