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 8-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.
Employer 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 | $22,404 | $61,214-63.4% | $83,333-73.1% | $56,287-60.2% |
| Participation rate | 48.6% | 72.6%-24.0pp | 77.8%-29.2pp | 69.9%-21.3pp |
| Annual return | -0.89% | 0.42%-1.3pp | 10.63%-11.5pp | -9.96%+9.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,757 | $5,091+32.7% | $5,565+21.4% | $3,350+101.7% |
| Admin fee / account holder | $14 | $512-97.3% | $7,510-99.8% | $521-97.4% |