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.
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 | $13,214 | $63,299-79.1% | $91,001-85.5% | $62,292-78.8% |
| Participation rate | 49.6% | 73.3%-23.7pp | 75.6%-26.0pp | 69.5%-19.9pp |
| Annual return | 21.92% | 20.99%+0.9pp | 4.60%+17.3pp | 28.90%-7.0pp |
| Employer contribution / active EE | $755 | $1,807-58.2% | $2,456-69.3% | $2,042-63.0% |
| Participant deferral / active EE | $1,730 | $2,943-41.2% | $3,547-51.2% | $3,169-45.4% |
| Admin fee / account holder | $4 | $468-99.2% | $5,417-99.9% | $479-99.2% |