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.
Employer 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 | $42,474 | $65,435-35.1% | $86,677-51.0% | $66,914-36.5% |
| Participation rate | 57.8% | 75.5%-17.7pp | 76.6%-18.8pp | 69.8%-12.0pp |
| Annual return | -16.99% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $521 | $2,153-75.8% | $2,836-81.6% | $2,544-79.5% |
| Participant deferral / active EE | $4,814 | $4,100+17.4% | $4,656+3.4% | $4,237+13.6% |
| Admin fee / account holder | $34 | $642-94.8% | $7,493-99.6% | $593-94.3% |