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 9-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 | $16,832 | $35,986-53.2% | $77,482-78.3% | $73,488-77.1% |
| Participation rate | 3.4% | 40.8%-37.4pp | 54.2%-50.8pp | 70.7%-67.3pp |
| Annual return | 8.21% | 19.26%-11.0pp | 54.79%-46.6pp | 28.51%-20.3pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $170 | $1,198-85.8% | $1,861-90.9% | $3,740-95.5% |
| Admin fee / account holder | $25 | $466-94.6% | $2,858-99.1% | $513-95.1% |