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.
Annual investment return 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 | $34,515 | $80,724-57.2% | $103,333-66.6% | $74,495-53.7% |
| Participation rate | 48.5% | 65.7%-17.2pp | 74.5%-26.0pp | 67.2%-18.7pp |
| Annual return | 10.49% | 27.56%-17.1pp | 24.88%-14.4pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,153 | $3,157-63.5% | $3,868-70.2% | $2,623-56.0% |
| Participant deferral / active EE | $1,807 | $3,860-53.2% | $5,057-64.3% | $4,346-58.4% |
| Admin fee / account holder | $199 | $2,368-91.6% | $8,355-97.6% | $1,942-89.8% |