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.
Annual investment return 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 | $34,391 | $80,731-57.4% | $103,374-66.7% | $74,546-53.9% |
| Participation rate | 53.0% | 65.7%-12.6pp | 74.5%-21.5pp | 67.2%-14.2pp |
| Annual return | 10.30% | 27.56%-17.3pp | 24.89%-14.6pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $9,891 | $3,158+213.2% | $3,869+155.6% | $2,624+276.9% |
| Participant deferral / active EE | $762 | $3,860-80.3% | $5,058-84.9% | $4,347-82.5% |
| Admin fee / account holder | $52 | $2,369-97.8% | $8,394-99.4% | $1,944-97.3% |