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.
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 | $62,926 | $101,317-37.9% | $146,958-57.2% | $74,495-15.5% |
| Participation rate | 65.6% | 75.5%-9.9pp | 82.2%-16.5pp | 67.2%-1.6pp |
| Annual return | 10.69% | 8730.91%-8720.2pp | 418.34%-407.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,896 | $3,810-24.0% | $4,933-41.3% | $2,623+10.4% |
| Participant deferral / active EE | $3,968 | $7,303-45.7% | $8,070-50.8% | $4,346-8.7% |
| Admin fee / account holder | $35 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |