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.
Annual investment return 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 | $32,473 | $101,317-67.9% | $146,958-77.9% | $74,495-56.4% |
| Participation rate | 52.5% | 75.5%-23.0pp | 82.2%-29.7pp | 67.2%-14.7pp |
| Annual return | -10.71% | 8730.91%-8741.6pp | 418.34%-429.1pp | 1364.94%-1375.7pp |
| Employer contribution / active EE | $1,976 | $3,810-48.1% | $4,933-59.9% | $2,623-24.7% |
| Participant deferral / active EE | $4,006 | $7,303-45.1% | $8,070-50.4% | $4,346-7.8% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |