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 8-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.
Annual investment return 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 | $23,529 | $122,239-80.8% | $184,200-87.2% | $74,546-68.4% |
| Participation rate | 67.7% | 85.5%-17.8pp | 86.8%-19.1pp | 67.2%+0.5pp |
| Annual return | 11.63% | 19.95%-8.3pp | 28.80%-17.2pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,751 | $4,537-61.4% | $6,424-72.7% | $2,624-33.3% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,907-100.0% | $1,944-99.8% |