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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,343 | $52,953-59.7% | $172,739-87.6% | $65,185-67.3% |
| Participation rate | 17.6% | 66.2%-48.6pp | 82.6%-65.1pp | 70.2%-52.6pp |
| Annual return | 3.39% | 30.12%-26.7pp | 802.84%-799.4pp | 29.38%-26.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $638 | $2,471-74.2% | $5,198-87.7% | $3,514-81.9% |
| Admin fee / account holder | $134 | $472-71.7% | $13,954-99.0% | $847-84.2% |