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 6-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 | $6,792 | $84,487-92.0% | $125,339-94.6% | $66,914-89.9% |
| Participation rate | 28.1% | 76.4%-48.3pp | 82.4%-54.2pp | 69.8%-41.7pp |
| Annual return | -17.44% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,197 | $6,781-82.4% | $7,446-83.9% | $4,237-71.8% |
| Admin fee / account holder | $34 | $685-95.1% | $10,010-99.7% | $593-94.3% |