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 | $18,778 | $68,408-72.6% | $57,179-67.2% | $57,658-67.4% |
| Participation rate | 65.4% | 79.1%-13.7pp | 75.3%-9.9pp | 70.2%-4.8pp |
| Annual return | 6.21% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,671 | $2,869-41.8% | $2,682-37.7% | $1,974-15.4% |
| Participant deferral / active EE | $2,600 | $2,903-10.5% | $3,096-16.0% | $3,061-15.1% |
| Admin fee / account holder | $41 | $70-41.3% | $3,139-98.7% | $95-56.8% |