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 6-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 | $25,906 | $95,274-72.8% | $135,903-80.9% | $74,419-65.2% |
| Participation rate | 48.0% | 78.2%-30.1pp | 81.9%-33.9pp | 70.7%-22.7pp |
| Annual return | 22.01% | 32.77%-10.8pp | 68.23%-46.2pp | 34.38%-12.4pp |
| Employer contribution / active EE | $1,317 | $3,874-66.0% | $4,856-72.9% | $2,637-50.1% |
| Participant deferral / active EE | $2,640 | $7,782-66.1% | $7,758-66.0% | $4,528-41.7% |
| Admin fee / account holder | $23 | $266-91.5% | $10,762-99.8% | $348-93.5% |