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.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,822 | $64,119-28.5% | $112,228-59.2% | $66,914-31.5% |
| Participation rate | 50.9% | 68.5%-17.6pp | 75.1%-24.2pp | 69.8%-18.9pp |
| Annual return | -18.24% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $188 | $3,005-93.8% | $3,635-94.8% | $2,544-92.6% |
| Participant deferral / active EE | $2,305 | $3,693-37.6% | $4,728-51.3% | $4,237-45.6% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |