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 | $17,053 | $84,936-79.9% | $111,297-84.7% | $79,386-78.5% |
| Participation rate | 16.0% | 75.9%-59.9pp | 77.3%-61.3pp | 70.7%-54.7pp |
| Annual return | 16.72% | 17.45%-0.7pp | 54.65%-37.9pp | 116.85%-100.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $647 | $3,888-83.4% | $4,487-85.6% | $4,046-84.0% |
| Admin fee / account holder | $73 | $537-86.5% | $7,964-99.1% | $626-88.4% |