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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,452 | $37,044+14.6% | $71,796-40.9% | $57,658-26.4% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.1%-3.8pp | 70.2%-4.9pp |
| Annual return | 6.50% | 12.64%-6.1pp | 78.04%-71.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,832 | $720+154.3% | $1,924-4.8% | $1,974-7.2% |
| Participant deferral / active EE | $2,913 | $1,974+47.6% | $2,794+4.3% | $3,061-4.8% |
| Admin fee / account holder | $3 | $101-97.4% | $4,815-99.9% | $95-97.2% |