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 6-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.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,718 | $60,989-75.9% | $60,874-75.8% | $66,914-78.0% |
| Participation rate | 58.0% | 74.5%-16.5pp | 73.1%-15.2pp | 69.8%-11.8pp |
| Annual return | -12.50% | -9.60%-2.9pp | 16.90%-29.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $692 | $2,661-74.0% | $2,701-74.4% | $2,544-72.8% |
| Participant deferral / active EE | $1,761 | $3,615-51.3% | $3,817-53.9% | $4,237-58.4% |
| Admin fee / account holder | $109 | $338-67.9% | $3,224-96.6% | $593-81.7% |