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.
Annual investment return 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 | $55,982 | $58,879-4.9% | $178,490-68.6% | $73,488-23.8% |
| Participation rate | 20.4% | 66.2%-45.8pp | 81.9%-61.5pp | 70.7%-50.3pp |
| Annual return | 6.36% | 24.86%-18.5pp | 151.07%-144.7pp | 28.51%-22.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $531 | $2,567-79.3% | $5,202-89.8% | $3,740-85.8% |
| Admin fee / account holder | $20 | $400-95.1% | $13,984-99.9% | $513-96.2% |