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 | $168,067 | $96,458+74.2% | $136,294+23.3% | $77,958+115.6% |
| Participation rate | 64.3% | 75.4%-11.0pp | 81.9%-17.6pp | 71.6%-7.3pp |
| Annual return | 17.88% | 23.78%-5.9pp | 5155.94%-5138.1pp | 20.87%-3.0pp |
| Employer contribution / active EE | $172 | $3,144-94.5% | $4,695-96.3% | $2,310-92.5% |
| Participant deferral / active EE | $9,234 | $5,902+56.4% | $6,247+47.8% | $3,537+161.1% |
| Admin fee / account holder | $110 | $80+37.1% | $9,243-98.8% | $97+13.3% |