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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,563 | $37,196-79.7% | $154,107-95.1% | $55,725-86.4% |
| Participation rate | 69.7% | 64.1%+5.6pp | 83.0%-13.3pp | 70.9%-1.2pp |
| Annual return | -3.46% | 1319.68%-1323.1pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $583 | $1,614-63.9% | $5,298-89.0% | $2,078-72.0% |
| Participant deferral / active EE | $634 | $2,068-69.3% | $5,081-87.5% | $3,356-81.1% |
| Admin fee / account holder | $13 | $102-87.4% | $13,411-99.9% | $115-88.9% |