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.
Participant 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 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 | $32,330 | $47,977-32.6% | $154,107-79.0% | $56,287-42.6% |
| Participation rate | 14.3% | 66.2%-51.9pp | 83.0%-68.8pp | 69.9%-55.6pp |
| Annual return | 4.39% | 3.54%+0.8pp | 735.12%-730.7pp | -9.96%+14.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $554 | $2,392-76.8% | $5,081-89.1% | $3,350-83.5% |
| Admin fee / account holder | $136 | $438-69.0% | $13,411-99.0% | $521-73.9% |