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.
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 | $6,413 | $57,354-88.8% | $83,848-92.4% | $64,186-90.0% |
| Participation rate | 62.6% | 68.6%-6.0pp | 76.1%-13.5pp | 69.6%-6.9pp |
| Annual return | -8.58% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $549 | $2,545-78.4% | $3,631-84.9% | $2,381-76.9% |
| Participant deferral / active EE | $1,130 | $2,993-62.3% | $4,082-72.3% | $3,470-67.4% |
| Admin fee / account holder | $70 | $4,046-98.3% | $5,478-98.7% | $4,888-98.6% |