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 7-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,770 | $49,138-96.4% | $84,015-97.9% | $65,185-97.3% |
| Participation rate | 41.3% | 60.7%-19.4pp | 69.0%-27.7pp | 70.2%-28.9pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.31%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $280 | $914-69.3% | $1,983-85.9% | $2,177-87.1% |
| Participant deferral / active EE | $474 | $2,397-80.2% | $3,239-85.4% | $3,514-86.5% |
| Admin fee / account holder | $31 | $543-94.3% | $6,101-99.5% | $847-96.4% |