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 9-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.
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 | $117,952 | $61,214+92.7% | $83,333+41.5% | $56,287+109.6% |
| Participation rate | 65.0% | 72.6%-7.5pp | 77.8%-12.7pp | 69.9%-4.8pp |
| Annual return | 76.94% | 0.42%+76.5pp | 10.63%+66.3pp | -9.96%+86.9pp |
| Employer contribution / active EE | $868 | $1,925-54.9% | $3,379-74.3% | $2,111-58.9% |
| Participant deferral / active EE | $1,853 | $5,091-63.6% | $5,565-66.7% | $3,350-44.7% |
| Admin fee / account holder | $3 | $512-99.4% | $7,510-100.0% | $521-99.5% |