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 | $13,737 | $73,638-81.3% | $95,952-85.7% | $73,488-81.3% |
| Participation rate | 19.7% | 76.2%-56.5pp | 77.1%-57.4pp | 70.7%-51.0pp |
| Annual return | 213.64% | 16.78%+196.9pp | 91.61%+122.0pp | 28.51%+185.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $727 | $3,617-79.9% | $4,167-82.5% | $3,740-80.5% |
| Admin fee / account holder | $38 | $482-92.1% | $6,795-99.4% | $513-92.6% |