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.
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 | $7,812 | $36,767-78.8% | $81,478-90.4% | $62,292-87.5% |
| Participation rate | 24.4% | 54.4%-30.0pp | 68.0%-43.5pp | 69.5%-45.1pp |
| Annual return | 24.57% | 173.80%-149.2pp | 38.78%-14.2pp | 28.90%-4.3pp |
| Employer contribution / active EE | $504 | $1,128-55.3% | $2,568-80.4% | $2,042-75.3% |
| Participant deferral / active EE | $1,031 | $2,111-51.2% | $3,537-70.9% | $3,169-67.5% |
| Admin fee / account holder | $95 | $797-88.1% | $4,561-97.9% | $479-80.2% |