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 | $45,345 | $43,717+3.7% | $81,478-44.3% | $77,958-41.8% |
| Participation rate | 1.2% | 42.5%-41.4pp | 68.0%-66.8pp | 71.6%-70.5pp |
| Annual return | 18.55% | 23.83%-5.3pp | 38.78%-20.2pp | 20.87%-2.3pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $89 | $1,783-95.0% | $3,537-97.5% | $3,537-97.5% |
| Admin fee / account holder | $107 | $108-0.6% | $4,561-97.6% | $97+10.1% |