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 | $65,324 | $82,202-20.5% | $125,339-47.9% | $64,808+0.8% |
| Participation rate | 51.8% | 77.9%-26.0pp | 82.4%-30.5pp | 71.5%-19.6pp |
| Annual return | -16.97% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,028 | $3,615-43.9% | $4,814-57.9% | $2,506-19.1% |
| Participant deferral / active EE | $3,288 | $7,175-54.2% | $7,446-55.8% | $4,310-23.7% |
| Admin fee / account holder | $17 | $163-89.5% | $10,010-99.8% | $188-90.9% |