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 | $31,295 | $49,138-36.3% | $84,015-62.8% | $65,185-52.0% |
| Participation rate | 55.2% | 60.7%-5.5pp | 69.0%-13.8pp | 70.2%-15.0pp |
| Annual return | 15.84% | 23.00%-7.2pp | 71.31%-55.5pp | 29.38%-13.5pp |
| Employer contribution / active EE | $45 | $914-95.1% | $1,983-97.7% | $2,177-97.9% |
| Participant deferral / active EE | $1,892 | $2,397-21.1% | $3,239-41.6% | $3,514-46.1% |
| Admin fee / account holder | $42 | $543-92.2% | $6,101-99.3% | $847-95.0% |