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.
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 | $12,505 | $37,393-66.6% | $77,024-83.8% | $66,914-81.3% |
| Participation rate | 12.2% | 52.9%-40.7pp | 67.9%-55.7pp | 69.8%-57.6pp |
| Annual return | -3.13% | -3.29%+0.2pp | 42.32%-45.4pp | 1.58%-4.7pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $738 | $2,617-71.8% | $4,426-83.3% | $4,237-82.6% |
| Admin fee / account holder | $124 | $567-78.2% | $5,425-97.7% | $593-79.1% |