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.
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 | $31,396 | $70,908-55.7% | $98,907-68.3% | $73,488-57.3% |
| Participation rate | 32.0% | 73.8%-41.7pp | 76.0%-44.0pp | 70.7%-38.6pp |
| Annual return | 18.53% | 34.17%-15.6pp | 196.43%-177.9pp | 28.51%-10.0pp |
| Employer contribution / active EE | $773 | $2,036-62.1% | $2,689-71.3% | $2,270-66.0% |
| Participant deferral / active EE | $1,264 | $3,500-63.9% | $4,244-70.2% | $3,740-66.2% |
| Admin fee / account holder | $11 | $535-98.0% | $6,642-99.8% | $513-97.9% |