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 6-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.
Employer 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 | $11,552 | $46,292-75.0% | $143,757-92.0% | $64,808-82.2% |
| Participation rate | 22.3% | 64.2%-42.0pp | 80.3%-58.1pp | 71.5%-49.2pp |
| Annual return | 70.54% | -10.05%+80.6pp | -0.04%+70.6pp | 32.82%+37.7pp |
| Employer contribution / active EE | $18 | $1,910-99.1% | $4,951-99.6% | $2,506-99.3% |
| Participant deferral / active EE | $1,098 | $2,646-58.5% | $5,637-80.5% | $4,310-74.5% |
| Admin fee / account holder | $76 | $154-50.4% | $14,673-99.5% | $188-59.4% |