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 | $44,524 | $42,546+4.6% | $71,796-38.0% | $55,167-19.3% |
| Participation rate | 30.0% | 59.1%-29.1pp | 69.1%-39.1pp | 69.0%-39.0pp |
| Annual return | 6.33% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $591 | $2,064-71.4% | $2,794-78.8% | $3,054-80.6% |
| Admin fee / account holder | $148 | $650-77.3% | $4,815-96.9% | $504-70.7% |