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 | $31,200 | $79,519-60.8% | $95,952-67.5% | $73,409-57.5% |
| Participation rate | 35.7% | 81.2%-45.5pp | 77.1%-41.4pp | 72.2%-36.5pp |
| Annual return | 13.12% | 19.20%-6.1pp | 91.61%-78.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,069 | $2,048-47.8% | $2,541-57.9% | $2,234-52.1% |
| Participant deferral / active EE | $1,777 | $4,138-57.0% | $4,167-57.3% | $3,805-53.3% |
| Admin fee / account holder | $168 | $184-9.0% | $6,795-97.5% | $158+6.2% |