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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,164 | $85,766-83.5% | $136,294-89.6% | $70,131-79.8% |
| Participation rate | 62.0% | 74.2%-12.2pp | 81.9%-19.9pp | 69.5%-7.6pp |
| Annual return | 8.84% | 31.45%-22.6pp | 5155.94%-5147.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $985 | $5,051-80.5% | $6,247-84.2% | $3,332-70.4% |
| Admin fee / account holder | $8 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |