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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,466 | $44,221-80.9% | $121,196-93.0% | $56,287-85.0% |
| Participation rate | 46.4% | 61.1%-14.7pp | 71.7%-25.3pp | 69.9%-23.4pp |
| Annual return | -9.14% | -3.58%-5.6pp | 16.93%-26.1pp | -9.96%+0.8pp |
| Employer contribution / active EE | $410 | $1,480-72.3% | $4,022-89.8% | $2,111-80.6% |
| Participant deferral / active EE | $1,431 | $2,521-43.2% | $3,344-57.2% | $3,350-57.3% |
| Admin fee / account holder | $13 | $480-97.3% | $5,019-99.7% | $521-97.5% |