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 7-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.
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 | $16,821 | $55,214-69.5% | $104,607-83.9% | $73,488-77.1% |
| Participation rate | 61.0% | 67.8%-6.8pp | 74.1%-13.1pp | 70.7%-9.7pp |
| Annual return | 209.71% | 24.79%+184.9pp | 340.46%-130.8pp | 28.51%+181.2pp |
| Employer contribution / active EE | $738 | $1,468-49.7% | $2,681-72.5% | $2,270-67.5% |
| Participant deferral / active EE | $1,557 | $2,925-46.8% | $3,740-58.4% | $3,740-58.4% |
| Admin fee / account holder | $19 | $424-95.5% | $6,473-99.7% | $513-96.3% |