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.
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 | $19,430 | $63,299-69.3% | $91,001-78.6% | $62,292-68.8% |
| Participation rate | 28.3% | 73.3%-45.0pp | 75.6%-47.3pp | 69.5%-41.2pp |
| Annual return | 70.67% | 20.99%+49.7pp | 4.60%+66.1pp | 28.90%+41.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $784 | $2,943-73.3% | $3,547-77.9% | $3,169-75.2% |
| Admin fee / account holder | $78 | $468-83.2% | $5,417-98.6% | $479-83.6% |