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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,182 | $53,901-73.7% | $134,143-89.4% | $73,488-80.7% |
| Participation rate | 32.8% | 62.8%-30.0pp | 72.2%-39.3pp | 70.7%-37.8pp |
| Annual return | 14.43% | 15.82%-1.4pp | 36.33%-21.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $476 | $1,458-67.3% | $3,704-87.1% | $2,270-79.0% |
| Participant deferral / active EE | $895 | $2,739-67.3% | $3,499-74.4% | $3,740-76.1% |
| Admin fee / account holder | $5 | $581-99.2% | $6,684-99.9% | $513-99.0% |