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).
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 | $12,845 | $26,549-51.6% | $61,373-79.1% | $66,914-80.8% |
| Participation rate | 37.9% | 38.1%-0.2pp | 52.6%-14.7pp | 69.8%-31.9pp |
| Annual return | -22.66% | -16.21%-6.4pp | 338.61%-361.3pp | 1.58%-24.2pp |
| Employer contribution / active EE | $480 | $651-26.4% | $1,159-58.6% | $2,544-81.1% |
| Participant deferral / active EE | $1,043 | $1,338-22.1% | $2,125-50.9% | $4,237-75.4% |
| Admin fee / account holder | $33 | $409-92.0% | $2,130-98.5% | $593-94.5% |