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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,422 | $58,879-60.2% | $178,490-86.9% | $73,488-68.1% |
| Participation rate | 52.6% | 66.2%-13.7pp | 81.9%-29.4pp | 70.7%-18.1pp |
| Annual return | 3.11% | 24.86%-21.7pp | 151.07%-148.0pp | 28.51%-25.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,267 | $2,567-50.7% | $5,202-75.6% | $3,740-66.1% |
| Admin fee / account holder | $5 | $400-98.9% | $13,984-100.0% | $513-99.1% |