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.
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 | $21,965 | $84,993-74.2% | $129,995-83.1% | $80,160-72.6% |
| Participation rate | 60.7% | 79.5%-18.8pp | 78.5%-17.8pp | 72.9%-12.2pp |
| Annual return | 20.03% | 23.76%-3.7pp | -137.18%+157.2pp | 40.38%-20.3pp |
| Employer contribution / active EE | $959 | $3,051-68.6% | $4,320-77.8% | $2,978-67.8% |
| Participant deferral / active EE | $1,186 | $4,984-76.2% | $5,820-79.6% | $5,017-76.4% |
| Admin fee / account holder | $94 | $391-75.9% | $10,614-99.1% | $145-35.0% |