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 | $78,216 | $95,274-17.9% | $135,903-42.4% | $74,419+5.1% |
| Participation rate | 51.4% | 78.2%-26.8pp | 81.9%-30.6pp | 70.7%-19.4pp |
| Annual return | 21.53% | 32.77%-11.2pp | 68.23%-46.7pp | 34.38%-12.9pp |
| Employer contribution / active EE | $2,007 | $3,874-48.2% | $4,856-58.7% | $2,637-23.9% |
| Participant deferral / active EE | $3,215 | $7,782-58.7% | $7,758-58.6% | $4,528-29.0% |
| Admin fee / account holder | $21 | $266-92.2% | $10,762-99.8% | $348-94.0% |