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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,695 | $43,550-64.0% | $63,517-75.3% | $52,331-70.0% |
| Participation rate | 22.0% | 65.7%-43.7pp | 71.0%-49.0pp | 68.1%-46.1pp |
| Annual return | -0.93% | 2.03%-3.0pp | -70.30%+69.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $511 | $1,351-62.2% | $2,322-78.0% | $1,882-72.8% |
| Participant deferral / active EE | $739 | $2,254-67.2% | $2,953-75.0% | $3,022-75.6% |
| Admin fee / account holder | $1 | $387-99.7% | $5,892-100.0% | $592-99.8% |