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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,600 | $51,466-65.8% | $78,778-77.7% | $62,292-71.7% |
| Participation rate | 15.5% | 59.8%-44.3pp | 69.2%-53.7pp | 69.5%-54.0pp |
| Annual return | 10.18% | 19.96%-9.8pp | 35.62%-25.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $220 | $827-73.4% | $1,986-88.9% | $2,042-89.2% |
| Participant deferral / active EE | $329 | $2,147-84.7% | $2,958-88.9% | $3,169-89.6% |
| Admin fee / account holder | $33 | $489-93.4% | $5,134-99.4% | $479-93.2% |