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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,549 | $46,173-83.7% | $170,442-95.6% | $69,631-89.2% |
| Participation rate | 33.9% | 63.9%-30.0pp | 83.6%-49.7pp | 70.7%-36.8pp |
| Annual return | 13.48% | 21.62%-8.1pp | 205.93%-192.5pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $616 | $2,080-70.4% | $4,939-87.5% | $3,224-80.9% |
| Admin fee / account holder | $26 | $116-77.6% | $13,880-99.8% | $110-76.5% |