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.
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 | $14,002 | $51,197-72.6% | $82,719-83.1% | $66,914-79.1% |
| Participation rate | 27.3% | 67.8%-40.5pp | 72.6%-45.2pp | 69.8%-42.5pp |
| Annual return | -20.68% | -9.64%-11.0pp | 701.18%-721.9pp | 1.58%-22.3pp |
| Employer contribution / active EE | $836 | $2,611-68.0% | $3,009-72.2% | $2,544-67.1% |
| Participant deferral / active EE | $1,698 | $3,458-50.9% | $4,395-61.4% | $4,237-59.9% |
| Admin fee / account holder | $143 | $416-65.6% | $5,329-97.3% | $593-75.9% |