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.
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 | $17,364 | $63,299-72.6% | $91,001-80.9% | $62,292-72.1% |
| Participation rate | 50.3% | 73.3%-23.0pp | 75.6%-25.3pp | 69.5%-19.2pp |
| Annual return | 19.50% | 20.99%-1.5pp | 4.60%+14.9pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,078 | $1,807-40.4% | $2,456-56.1% | $2,042-47.2% |
| Participant deferral / active EE | $1,784 | $2,943-39.4% | $3,547-49.7% | $3,169-43.7% |
| Admin fee / account holder | $9 | $468-98.1% | $5,417-99.8% | $479-98.1% |