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.
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 | $27,669 | $55,453-50.1% | $170,442-83.8% | $62,292-55.6% |
| Participation rate | 17.3% | 66.4%-49.1pp | 83.6%-66.3pp | 69.5%-52.2pp |
| Annual return | 92.56% | 21.38%+71.2pp | 205.93%-113.4pp | 28.90%+63.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,178 | $2,303-48.8% | $4,939-76.2% | $3,169-62.8% |
| Admin fee / account holder | $239 | $455-47.4% | $13,880-98.3% | $479-50.1% |