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 3-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 | $11,035 | $46,292-76.2% | $143,757-92.3% | $64,808-83.0% |
| Participation rate | 41.6% | 64.2%-22.6pp | 80.3%-38.7pp | 71.5%-29.9pp |
| Annual return | 29.15% | -10.05%+39.2pp | -0.04%+29.2pp | 32.82%-3.7pp |
| Employer contribution / active EE | $783 | $1,910-59.0% | $4,951-84.2% | $2,506-68.8% |
| Participant deferral / active EE | $1,771 | $2,646-33.1% | $5,637-68.6% | $4,310-58.9% |
| Admin fee / account holder | $76 | $154-50.3% | $14,673-99.5% | $188-59.3% |