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 | $50,243 | $52,953-5.1% | $172,739-70.9% | $65,185-22.9% |
| Participation rate | 24.6% | 66.2%-41.6pp | 82.6%-58.0pp | 70.2%-45.6pp |
| Annual return | 6.02% | 30.12%-24.1pp | 802.84%-796.8pp | 29.38%-23.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $581 | $2,471-76.5% | $5,198-88.8% | $3,514-83.5% |
| Admin fee / account holder | $21 | $472-95.5% | $13,954-99.8% | $847-97.5% |