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 | $144,241 | $85,635+68.4% | $123,892+16.4% | $63,975+125.5% |
| Participation rate | 65.1% | 74.9%-9.8pp | 81.4%-16.3pp | 71.1%-6.0pp |
| Annual return | 8.09% | 15.74%-7.7pp | 47.52%-39.4pp | 48.65%-40.6pp |
| Employer contribution / active EE | $284 | $3,076-90.8% | $4,617-93.9% | $2,182-87.0% |
| Participant deferral / active EE | $8,722 | $5,667+53.9% | $5,984+45.8% | $3,356+159.9% |
| Admin fee / account holder | $92 | $75+23.4% | $8,357-98.9% | $70+31.2% |