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 6-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 | $2,887 | $29,369-90.2% | $77,482-96.3% | $73,409-96.1% |
| Participation rate | 25.4% | 37.9%-12.5pp | 54.2%-28.8pp | 72.2%-46.7pp |
| Annual return | 37.43% | 358.15%-320.7pp | 54.79%-17.4pp | 59.29%-21.9pp |
| Employer contribution / active EE | $74 | $406-81.7% | $986-92.5% | $2,234-96.7% |
| Participant deferral / active EE | $347 | $941-63.1% | $1,861-81.4% | $3,805-90.9% |
| Admin fee / account holder | $11 | $123-90.8% | $2,858-99.6% | $158-92.9% |