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 | $74,816 | $47,448+57.7% | $94,993-21.2% | $62,292+20.1% |
| Participation rate | 61.3% | 66.5%-5.2pp | 73.9%-12.5pp | 69.5%-8.2pp |
| Annual return | 7.72% | 22.64%-14.9pp | 27.12%-19.4pp | 28.90%-21.2pp |
| Employer contribution / active EE | $3,134 | $1,300+141.1% | $2,603+20.4% | $2,042+53.5% |
| Participant deferral / active EE | $1,217 | $2,375-48.7% | $3,317-63.3% | $3,169-61.6% |
| Admin fee / account holder | $26 | $434-94.0% | $4,960-99.5% | $479-94.6% |