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 4-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.
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 | $1,068 | $47,722-97.8% | $82,719-98.7% | $64,808-98.4% |
| Participation rate | 8.5% | 67.6%-59.1pp | 72.6%-64.0pp | 71.5%-62.9pp |
| Annual return | 0.00% | -13.05%+13.1pp | 701.18%-701.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $2,179-100.0% | $3,009-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $65 | $3,329-98.0% | $4,395-98.5% | $4,310-98.5% |
| Admin fee / account holder | $1 | $143-99.5% | $5,329-100.0% | $188-99.6% |