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 | $20,988 | $48,230-56.5% | $67,502-68.9% | $80,856-74.0% |
| Participation rate | 69.0% | 66.4%+2.6pp | 72.9%-3.9pp | 67.6%+1.3pp |
| Annual return | 9.54% | 18.28%-8.7pp | 3512.12%-3502.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $994 | $2,924-66.0% | $4,000-75.1% | $4,296-76.9% |
| Admin fee / account holder | $59 | $3,681-98.4% | $3,998-98.5% | $6,918-99.2% |