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.
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 | $22,339 | $39,286-43.1% | $80,716-72.3% | $79,386-71.9% |
| Participation rate | 15.9% | 41.0%-25.0pp | 54.2%-38.2pp | 70.7%-54.8pp |
| Annual return | 15.28% | 98.95%-83.7pp | 87.28%-72.0pp | 116.85%-101.6pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $305 | $1,264-75.9% | $2,146-85.8% | $4,046-92.5% |
| Admin fee / account holder | $23 | $647-96.5% | $3,380-99.3% | $626-96.4% |