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 4-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.
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 | $7,162 | $37,393-80.8% | $77,024-90.7% | $66,914-89.3% |
| Participation rate | 35.4% | 52.9%-17.5pp | 67.9%-32.5pp | 69.8%-34.4pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $757 | $1,531-50.5% | $2,812-73.1% | $2,544-70.2% |
| Participant deferral / active EE | $2,401 | $2,617-8.3% | $4,426-45.8% | $4,237-43.3% |
| Admin fee / account holder | $36 | $567-93.6% | $5,425-99.3% | $593-93.9% |