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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,299 | $56,485-80.0% | $185,823-93.9% | $86,799-87.0% |
| Participation rate | 30.3% | 65.5%-35.2pp | 81.7%-51.4pp | 72.3%-42.0pp |
| Annual return | 21.50% | 118.04%-96.5pp | 122.05%-100.5pp | 97.91%-76.4pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,534 | $2,553-39.9% | $5,568-72.5% | $4,131-62.9% |
| Admin fee / account holder | $47 | $150-68.4% | $16,237-99.7% | $170-72.1% |