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 10-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.
Employer 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 | $40,880 | $59,584-31.4% | $86,874-52.9% | $79,386-48.5% |
| Participation rate | 27.1% | 67.7%-40.6pp | 71.6%-44.6pp | 70.7%-43.6pp |
| Annual return | 13.27% | 23.15%-9.9pp | 63.52%-50.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $457 | $1,768-74.2% | $2,495-81.7% | $2,427-81.2% |
| Participant deferral / active EE | $1,450 | $3,036-52.3% | $3,699-60.8% | $4,046-64.2% |
| Admin fee / account holder | $241 | $604-60.1% | $5,828-95.9% | $626-61.5% |