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.
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 | $26,746 | $65,557-59.2% | $64,056-58.2% | $71,457-62.6% |
| Participation rate | 23.3% | 73.2%-49.9pp | 72.3%-49.0pp | 67.9%-44.7pp |
| Annual return | 13.43% | 18.94%-5.5pp | 33.69%-20.3pp | 28.85%-15.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $775 | $3,626-78.6% | $3,880-80.0% | $4,289-81.9% |
| Admin fee / account holder | $61 | $616-90.1% | $3,068-98.0% | $1,587-96.2% |