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 5-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 | $12,690 | $37,393-66.1% | $77,024-83.5% | $66,914-81.0% |
| Participation rate | 11.1% | 52.9%-41.8pp | 67.9%-56.8pp | 69.8%-58.7pp |
| Annual return | -16.11% | -3.29%-12.8pp | 42.32%-58.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $574 | $2,617-78.1% | $4,426-87.0% | $4,237-86.5% |
| Admin fee / account holder | $24 | $567-95.8% | $5,425-99.6% | $593-96.0% |