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 7-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $6,381 | $99,957-93.6% | $149,696-95.7% | $73,488-91.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 82.5%-32.5pp | 70.7%-20.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,155 | $3,191-63.8% | $4,644-75.1% | $2,270-49.1% |
| Participant deferral / active EE | $2,007 | $6,073-66.9% | $6,842-70.7% | $3,740-46.3% |
| Admin fee / account holder | $1 | $551-99.9% | $9,309-100.0% | $513-99.9% |