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).
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 | $32,216 | $59,584-45.9% | $86,874-62.9% | $79,386-59.4% |
| Participation rate | 46.3% | 67.7%-21.4pp | 71.6%-25.4pp | 70.7%-24.4pp |
| Annual return | 11.16% | 23.15%-12.0pp | 63.52%-52.4pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,236 | $1,768-30.1% | $2,495-50.5% | $2,427-49.1% |
| Participant deferral / active EE | $1,911 | $3,036-37.1% | $3,699-48.3% | $4,046-52.8% |
| Admin fee / account holder | $255 | $604-57.8% | $5,828-95.6% | $626-59.3% |