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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,441 | $100,801-50.0% | $149,696-66.3% | $73,409-31.3% |
| Participation rate | 17.3% | 77.7%-60.4pp | 82.5%-65.1pp | 72.2%-54.8pp |
| Annual return | 18.06% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $512 | $6,404-92.0% | $6,842-92.5% | $3,805-86.6% |
| Admin fee / account holder | $46 | $181-74.3% | $9,309-99.5% | $158-70.6% |