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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,772 | $36,767-73.4% | $81,478-88.0% | $62,292-84.3% |
| Participation rate | 30.8% | 54.4%-23.7pp | 68.0%-37.2pp | 69.5%-38.7pp |
| Annual return | 12.42% | 173.80%-161.4pp | 38.78%-26.4pp | 28.90%-16.5pp |
| Employer contribution / active EE | $537 | $1,128-52.4% | $2,568-79.1% | $2,042-73.7% |
| Participant deferral / active EE | $904 | $2,111-57.2% | $3,537-74.4% | $3,169-71.5% |
| Admin fee / account holder | $14 | $797-98.3% | $4,561-99.7% | $479-97.2% |