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 5-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.
Employer 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 | $5,364 | $37,393-85.7% | $77,024-93.0% | $66,914-92.0% |
| Participation rate | 20.5% | 52.9%-32.4pp | 67.9%-47.5pp | 69.8%-49.3pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $182 | $1,531-88.1% | $2,812-93.5% | $2,544-92.8% |
| Participant deferral / active EE | $934 | $2,617-64.3% | $4,426-78.9% | $4,237-77.9% |
| Admin fee / account holder | $47 | $567-91.8% | $5,425-99.1% | $593-92.1% |