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.
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 | $4,690 | $36,916-87.3% | $156,549-97.0% | $57,658-91.9% |
| Participation rate | 27.9% | 63.4%-35.6pp | 84.0%-56.1pp | 70.2%-42.4pp |
| Annual return | 12.33% | 12.38%0pp | 32.23%-19.9pp | 5.13%+7.2pp |
| Employer contribution / active EE | $431 | $1,571-72.6% | $5,501-92.2% | $1,974-78.2% |
| Participant deferral / active EE | $516 | $1,926-73.2% | $4,871-89.4% | $3,061-83.1% |
| Admin fee / account holder | $77 | $82-6.6% | $13,027-99.4% | $95-18.5% |