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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,826 | $65,061-71.1% | $143,757-86.9% | $66,914-71.9% |
| Participation rate | 30.5% | 65.2%-34.7pp | 80.3%-49.8pp | 69.8%-39.3pp |
| Annual return | -19.63% | -11.14%-8.5pp | -0.04%-19.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $204 | $2,361-91.4% | $4,951-95.9% | $2,544-92.0% |
| Participant deferral / active EE | $1,073 | $2,919-63.2% | $5,637-81.0% | $4,237-74.7% |
| Admin fee / account holder | $156 | $502-68.9% | $14,673-98.9% | $593-73.7% |