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).
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 | $26,522 | $32,425-18.2% | $74,583-64.4% | $55,167-51.9% |
| Participation rate | 8.0% | 54.0%-46.0pp | 68.1%-60.1pp | 69.0%-61.0pp |
| Annual return | -11.29% | 10.63%-21.9pp | 20.47%-31.8pp | 169.23%-180.5pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $285 | $1,995-85.7% | $3,458-91.8% | $3,054-90.7% |
| Admin fee / account holder | $14 | $748-98.2% | $4,138-99.7% | $504-97.3% |