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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,634 | $30,599-75.1% | $74,583-89.8% | $57,658-86.8% |
| Participation rate | 8.6% | 49.1%-40.6pp | 68.1%-59.5pp | 70.2%-61.7pp |
| Annual return | 22.06% | 14.24%+7.8pp | 20.47%+1.6pp | 5.13%+16.9pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $421 | $1,805-76.7% | $3,458-87.8% | $3,061-86.2% |
| Admin fee / account holder | $6 | $98-94.2% | $4,138-99.9% | $95-93.9% |