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.
Employer contribution per participant 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 | $69,240 | $99,957-30.7% | $149,696-53.7% | $73,488-5.8% |
| Participation rate | 46.2% | 75.7%-29.5pp | 82.5%-36.3pp | 70.7%-24.5pp |
| Annual return | 71.00% | 53.87%+17.1pp | 276.60%-205.6pp | 28.51%+42.5pp |
| Employer contribution / active EE | $547 | $3,191-82.9% | $4,644-88.2% | $2,270-75.9% |
| Participant deferral / active EE | $5,215 | $6,073-14.1% | $6,842-23.8% | $3,740+39.5% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.1% |