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 4-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 | $34,932 | $50,199-30.4% | $70,092-50.2% | $66,914-47.8% |
| Participation rate | 19.9% | 66.3%-46.5pp | 70.5%-50.6pp | 69.8%-50.0pp |
| Annual return | 0.00% | -13.85%+13.8pp | 190.73%-190.7pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $295 | $3,112-90.5% | $3,849-92.3% | $4,237-93.0% |
| Admin fee / account holder | $109 | $600-81.8% | $6,267-98.3% | $593-81.6% |