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 | $12,934 | $63,745-79.7% | $98,442-86.9% | $79,386-83.7% |
| Participation rate | 41.7% | 69.9%-28.2pp | 73.3%-31.7pp | 70.7%-29.0pp |
| Annual return | 13.36% | 625.80%-612.4pp | 1492.73%-1479.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,023 | $2,557-60.0% | $2,960-65.4% | $2,427-57.8% |
| Participant deferral / active EE | $2,378 | $3,303-28.0% | $4,276-44.4% | $4,046-41.2% |
| Admin fee / account holder | $18 | $516-96.5% | $5,949-99.7% | $626-97.1% |