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 | $32,042 | $28,109+14.0% | $71,086-54.9% | $56,287-43.1% |
| Participation rate | 27.3% | 40.4%-13.1pp | 54.7%-27.3pp | 69.9%-42.5pp |
| Annual return | -4.26% | -615.05%+610.8pp | 650.59%-654.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $69 | $558-87.6% | $1,088-93.6% | $2,111-96.7% |
| Participant deferral / active EE | $1,202 | $1,116+7.8% | $1,874-35.8% | $3,350-64.1% |
| Admin fee / account holder | $5 | $585-99.2% | $3,082-99.9% | $521-99.1% |