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 7-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 | $8,237 | $52,293-84.2% | $178,490-95.4% | $73,409-88.8% |
| Participation rate | 60.7% | 65.3%-4.7pp | 81.9%-21.3pp | 72.2%-11.5pp |
| Annual return | 25.09% | 34.75%-9.7pp | 151.07%-126.0pp | 59.29%-34.2pp |
| Employer contribution / active EE | $380 | $1,735-78.1% | $5,011-92.4% | $2,234-83.0% |
| Participant deferral / active EE | $1,926 | $2,332-17.4% | $5,202-63.0% | $3,805-49.4% |
| Admin fee / account holder | $78 | $127-38.9% | $13,984-99.4% | $158-50.7% |