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 9-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 | $23,722 | $34,677-31.6% | $77,024-69.2% | $64,808-63.4% |
| Participation rate | 8.6% | 49.8%-41.3pp | 67.9%-59.3pp | 71.5%-62.9pp |
| Annual return | -18.55% | -5.33%-13.2pp | 42.32%-60.9pp | 32.82%-51.4pp |
| Employer contribution / active EE | $216 | $1,370-84.2% | $2,812-92.3% | $2,506-91.4% |
| Participant deferral / active EE | $506 | $2,556-80.2% | $4,426-88.6% | $4,310-88.3% |
| Admin fee / account holder | $207 | $179+16.0% | $5,425-96.2% | $188+10.3% |