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 5-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,975 | $104,475-94.3% | $159,436-96.3% | $79,386-92.5% |
| Participation rate | 58.6% | 76.6%-18.0pp | 82.8%-24.2pp | 70.7%-12.1pp |
| Annual return | 29.42% | 67.95%-38.5pp | 263.57%-234.1pp | 116.85%-87.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,613 | $6,467-59.6% | $7,352-64.5% | $4,046-35.4% |
| Admin fee / account holder | $34 | $711-95.3% | $10,799-99.7% | $626-94.6% |