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.
Employer 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 | $9,378 | $47,126-80.1% | $149,673-93.7% | $74,419-87.4% |
| Participation rate | 36.3% | 63.4%-27.1pp | 78.8%-42.5pp | 70.7%-34.5pp |
| Annual return | 24.63% | 22.75%+1.9pp | 134.42%-109.8pp | 34.38%-9.8pp |
| Employer contribution / active EE | $182 | $1,905-90.5% | $4,818-96.2% | $2,637-93.1% |
| Participant deferral / active EE | $1,140 | $2,728-58.2% | $5,680-79.9% | $4,528-74.8% |
| Admin fee / account holder | $68 | $343-80.0% | $13,210-99.5% | $348-80.3% |