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 | $26,003 | $51,315-49.3% | $95,745-72.8% | $71,457-63.6% |
| Participation rate | 22.2% | 63.0%-40.8pp | 72.3%-50.0pp | 67.9%-45.7pp |
| Annual return | 18.91% | 25.26%-6.4pp | 28.35%-9.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $808 | $1,819-55.6% | $2,835-71.5% | $2,588-68.8% |
| Participant deferral / active EE | $1,050 | $3,358-68.7% | $4,245-75.3% | $4,289-75.5% |
| Admin fee / account holder | $11 | $1,137-99.0% | $5,678-99.8% | $1,587-99.3% |