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.
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 | $73,308 | $61,156+19.9% | $185,823-60.5% | $79,386-7.7% |
| Participation rate | 18.2% | 66.6%-48.4pp | 81.7%-63.5pp | 70.7%-52.5pp |
| Annual return | 30.03% | 19.45%+10.6pp | 122.05%-92.0pp | 116.85%-86.8pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $530 | $2,789-81.0% | $5,568-90.5% | $4,046-86.9% |
| Admin fee / account holder | $19 | $710-97.3% | $16,237-99.9% | $626-97.0% |