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 | $27,720 | $50,982-45.6% | $154,803-82.1% | $85,563-67.6% |
| Participation rate | 30.5% | 59.8%-29.3pp | 78.1%-47.6pp | 66.0%-35.5pp |
| Annual return | 9.79% | 30.35%-20.6pp | 58.88%-49.1pp | 31.51%-21.7pp |
| Employer contribution / active EE | $273 | $1,708-84.0% | $4,305-93.7% | $2,654-89.7% |
| Participant deferral / active EE | $991 | $2,474-59.9% | $5,540-82.1% | $4,375-77.3% |
| Admin fee / account holder | $1 | $846-99.9% | $14,329-100.0% | $834-99.9% |