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 10-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 | $20,175 | $49,451-59.2% | $79,550-74.6% | $66,914-69.8% |
| Participation rate | 44.0% | 61.3%-17.3pp | 69.5%-25.4pp | 69.8%-25.8pp |
| Annual return | -17.20% | 84.25%-101.5pp | 0.16%-17.4pp | 1.58%-18.8pp |
| Employer contribution / active EE | $822 | $1,266-35.1% | $2,413-65.9% | $2,544-67.7% |
| Participant deferral / active EE | $1,342 | $3,159-57.5% | $3,985-66.3% | $4,237-68.3% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |