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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,593 | $58,083-71.4% | $80,019-79.3% | $56,287-70.5% |
| Participation rate | 54.7% | 73.6%-18.9pp | 75.8%-21.1pp | 69.9%-15.1pp |
| Annual return | -7.12% | 34.61%-41.7pp | 11.22%-18.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,252 | $1,932-35.2% | $2,468-49.3% | $2,111-40.7% |
| Participant deferral / active EE | $2,031 | $3,135-35.2% | $3,686-44.9% | $3,350-39.4% |
| Admin fee / account holder | $6 | $623-99.1% | $6,521-99.9% | $521-98.9% |