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.
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 | $31,491 | $69,848-54.9% | $115,756-72.8% | $66,914-52.9% |
| Participation rate | 5.4% | 70.6%-65.3pp | 77.1%-71.7pp | 69.8%-64.4pp |
| Annual return | -14.74% | 969.66%-984.4pp | 143.14%-157.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $54 | $4,274-98.7% | $6,254-99.1% | $4,237-98.7% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $593-100.0% |