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 9-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 | $20,895 | $44,642-53.2% | $91,220-77.1% | $66,914-68.8% |
| Participation rate | 17.6% | 64.9%-47.3pp | 73.2%-55.6pp | 69.8%-52.2pp |
| Annual return | -18.63% | -12.29%-6.3pp | 114.01%-132.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $639 | $1,706-62.5% | $2,850-77.6% | $2,544-74.9% |
| Participant deferral / active EE | $910 | $3,349-72.8% | $4,234-78.5% | $4,237-78.5% |
| Admin fee / account holder | $19 | $521-96.4% | $5,420-99.7% | $593-96.9% |