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 | $48,629 | $65,061-25.3% | $143,757-66.2% | $66,914-27.3% |
| Participation rate | 25.0% | 65.2%-40.2pp | 80.3%-55.3pp | 69.8%-44.8pp |
| Annual return | -20.57% | -11.14%-9.4pp | -0.04%-20.5pp | 1.58%-22.2pp |
| Employer contribution / active EE | $427 | $2,361-81.9% | $4,951-91.4% | $2,544-83.2% |
| Participant deferral / active EE | $1,221 | $2,919-58.2% | $5,637-78.3% | $4,237-71.2% |
| Admin fee / account holder | $31 | $502-93.8% | $14,673-99.8% | $593-94.7% |