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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,744 | $58,726-10.2% | $92,233-42.8% | $62,292-15.3% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 12.62% | 43.62%-31.0pp | 176.28%-163.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,157 | $2,392-51.6% | $3,679-68.5% | $2,042-43.3% |
| Participant deferral / active EE | $3,192 | $2,766+15.4% | $3,897-18.1% | $3,169+0.7% |
| Admin fee / account holder | $11 | $556-97.9% | $5,194-99.8% | $479-97.6% |