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 8-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 | $14,331 | $56,114-74.5% | $96,139-85.1% | $85,850-83.3% |
| Participation rate | 22.2% | 56.7%-34.5pp | 68.4%-46.2pp | 69.3%-47.1pp |
| Annual return | 0.64% | 42.30%-41.7pp | 191.94%-191.3pp | 318.53%-317.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $794 | $2,859-72.2% | $4,349-81.7% | $3,952-79.9% |
| Admin fee / account holder | $150 | $3,768-96.0% | $5,537-97.3% | $6,260-97.6% |