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.
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 | $11,750 | $33,067-64.5% | $76,523-84.6% | $56,287-79.1% |
| Participation rate | 28.4% | 55.4%-27.0pp | 68.0%-39.6pp | 69.9%-41.5pp |
| Annual return | -8.56% | 2.72%-11.3pp | -0.27%-8.3pp | -9.96%+1.4pp |
| Employer contribution / active EE | $630 | $1,200-47.5% | $2,647-76.2% | $2,111-70.1% |
| Participant deferral / active EE | $1,100 | $2,240-50.9% | $3,835-71.3% | $3,350-67.2% |
| Admin fee / account holder | $7 | $537-98.7% | $4,848-99.9% | $521-98.7% |