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 9-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 | $25,311 | $65,435-61.3% | $86,677-70.8% | $66,914-62.2% |
| Participation rate | 56.4% | 75.5%-19.0pp | 76.6%-20.2pp | 69.8%-13.4pp |
| Annual return | -15.15% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,321 | $2,153-38.6% | $2,836-53.4% | $2,544-48.1% |
| Participant deferral / active EE | $1,929 | $4,100-53.0% | $4,656-58.6% | $4,237-54.5% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |