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 7-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 | $3,070 | $52,293-94.1% | $178,490-98.3% | $73,409-95.8% |
| Participation rate | 63.1% | 65.3%-2.3pp | 81.9%-18.9pp | 72.2%-9.1pp |
| Annual return | 42.01% | 34.75%+7.3pp | 151.07%-109.1pp | 59.29%-17.3pp |
| Employer contribution / active EE | $426 | $1,735-75.4% | $5,011-91.5% | $2,234-80.9% |
| Participant deferral / active EE | $1,090 | $2,332-53.3% | $5,202-79.1% | $3,805-71.4% |
| Admin fee / account holder | $27 | $127-78.8% | $13,984-99.8% | $158-82.9% |