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.
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 | $12,467 | $64,286-80.6% | $90,951-86.3% | $73,409-83.0% |
| Participation rate | 26.9% | 63.6%-36.7pp | 69.0%-42.2pp | 72.2%-45.3pp |
| Annual return | 71.64% | 21.45%+50.2pp | 134.60%-63.0pp | 59.29%+12.4pp |
| Employer contribution / active EE | $560 | $895-37.4% | $2,122-73.6% | $2,234-74.9% |
| Participant deferral / active EE | $1,161 | $2,453-52.7% | $3,373-65.6% | $3,805-69.5% |
| Admin fee / account holder | $42 | $287-85.3% | $5,959-99.3% | $158-73.2% |