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.
Participant 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 | $17,221 | $72,607-76.3% | $90,749-81.0% | $66,914-74.3% |
| Participation rate | 48.6% | 73.7%-25.1pp | 75.7%-27.1pp | 69.8%-21.2pp |
| Annual return | -17.79% | -12.28%-5.5pp | -12.16%-5.6pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,263 | $2,369-46.7% | $2,921-56.8% | $2,544-50.4% |
| Participant deferral / active EE | $1,469 | $3,977-63.1% | $4,564-67.8% | $4,237-65.3% |
| Admin fee / account holder | $84 | $707-88.1% | $8,445-99.0% | $593-85.8% |