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 7-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.
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,821 | $105,126-90.7% | $94,646-89.6% | $139,434-93.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 17.33% | 38.03%-20.7pp | 156.71%-139.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $753 | $4,106-81.7% | $3,672-79.5% | $4,751-84.2% |
| Participant deferral / active EE | $12,175 | $7,599+60.2% | $7,418+64.1% | $6,710+81.4% |
| Admin fee / account holder | $5 | $8,984-99.9% | $7,231-99.9% | $11,403-100.0% |