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 | $22,073 | $26,549-16.9% | $61,373-64.0% | $66,914-67.0% |
| Participation rate | 10.4% | 38.1%-27.7pp | 52.6%-42.2pp | 69.8%-59.4pp |
| Annual return | -15.93% | -16.21%+0.3pp | 338.61%-354.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $181 | $1,338-86.5% | $2,125-91.5% | $4,237-95.7% |
| Admin fee / account holder | $13 | $409-96.8% | $2,130-99.4% | $593-97.8% |