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 | $54,331 | $55,636-2.3% | $81,983-33.7% | $73,488-26.1% |
| Participation rate | 17.1% | 62.3%-45.2pp | 69.2%-52.1pp | 70.7%-53.5pp |
| Annual return | 14.59% | 19.07%-4.5pp | 41.31%-26.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $391 | $1,625-76.0% | $2,498-84.4% | $2,270-82.8% |
| Participant deferral / active EE | $778 | $2,762-71.8% | $3,722-79.1% | $3,740-79.2% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |