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 | $35,866 | $55,415-35.3% | $155,509-76.9% | $74,495-51.9% |
| Participation rate | 65.9% | 61.9%+4.0pp | 78.2%-12.3pp | 67.2%-1.3pp |
| Annual return | 7.79% | 268.50%-260.7pp | 64.67%-56.9pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $1,250 | $2,267-44.9% | $4,672-73.3% | $2,623-52.4% |
| Participant deferral / active EE | $1,333 | $2,836-53.0% | $5,626-76.3% | $4,346-69.3% |
| Admin fee / account holder | $76 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |