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 | $57,132 | $101,499-43.7% | $147,005-61.1% | $74,546-23.4% |
| Participation rate | 42.9% | 75.5%-32.7pp | 82.2%-39.3pp | 67.2%-24.4pp |
| Annual return | 16.42% | 8732.34%-8715.9pp | 418.76%-402.3pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $1,172 | $3,811-69.2% | $4,934-76.2% | $2,624-55.3% |
| Participant deferral / active EE | $2,022 | $7,304-72.3% | $8,070-74.9% | $4,347-53.5% |
| Admin fee / account holder | $33 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |