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 8-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 | $10,597 | $69,362-84.7% | $101,248-89.5% | $73,488-85.6% |
| Participation rate | 31.6% | 68.4%-36.8pp | 75.8%-44.3pp | 70.7%-39.1pp |
| Annual return | 23.26% | 18.46%+4.8pp | 46.47%-23.2pp | 28.51%-5.3pp |
| Employer contribution / active EE | $638 | $2,628-75.7% | $3,660-82.6% | $2,270-71.9% |
| Participant deferral / active EE | $976 | $3,300-70.4% | $4,370-77.7% | $3,740-73.9% |
| Admin fee / account holder | $43 | $704-93.8% | $5,945-99.3% | $513-91.5% |