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 8-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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,218 | $81,248-72.7% | $155,509-85.7% | $80,856-72.5% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 9.21% | 33.31%-24.1pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,918 | $3,100-38.1% | $4,672-59.0% | $2,755-30.4% |
| Participant deferral / active EE | $7,223 | $3,452+109.3% | $5,626+28.4% | $4,296+68.1% |
| Admin fee / account holder | $127 | $7,997-98.4% | $15,912-99.2% | $6,918-98.2% |