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 9-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,694 | $50,666-80.9% | $76,817-87.4% | $65,185-85.1% |
| Participation rate | 69.2% | 68.8%+0.4pp | 72.1%-2.9pp | 70.2%-1.0pp |
| Annual return | 27.02% | 28.51%-1.5pp | 1166.11%-1139.1pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,083 | $1,575-31.3% | $2,302-53.0% | $2,177-50.3% |
| Participant deferral / active EE | $1,663 | $2,647-37.2% | $3,336-50.2% | $3,514-52.7% |
| Admin fee / account holder | $30 | $463-93.5% | $6,420-99.5% | $847-96.4% |