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 5-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 | $21,475 | $47,126-54.4% | $149,673-85.7% | $74,419-71.1% |
| Participation rate | 25.7% | 63.4%-37.7pp | 78.8%-53.0pp | 70.7%-45.0pp |
| Annual return | 13.30% | 22.75%-9.5pp | 134.42%-121.1pp | 34.38%-21.1pp |
| Employer contribution / active EE | $519 | $1,905-72.8% | $4,818-89.2% | $2,637-80.3% |
| Participant deferral / active EE | $777 | $2,728-71.5% | $5,680-86.3% | $4,528-82.8% |
| Admin fee / account holder | $57 | $343-83.2% | $13,210-99.6% | $348-83.5% |