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 | $24,203 | $50,815-52.4% | $155,509-84.4% | $77,643-68.8% |
| Participation rate | 23.7% | 63.1%-39.4pp | 78.2%-54.5pp | 70.6%-46.8pp |
| Annual return | 9.99% | 34.80%-24.8pp | 64.67%-54.7pp | 31.24%-21.2pp |
| Employer contribution / active EE | $489 | $1,993-75.5% | $4,672-89.5% | $2,726-82.1% |
| Participant deferral / active EE | $722 | $2,822-74.4% | $5,626-87.2% | $4,647-84.5% |
| Admin fee / account holder | $63 | $437-85.5% | $15,912-99.6% | $430-85.3% |