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 7-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 | $9,463 | $39,948-76.3% | $89,391-89.4% | $73,409-87.1% |
| Participation rate | 5.4% | 50.4%-45.0pp | 68.0%-62.6pp | 72.2%-66.8pp |
| Annual return | 51.93% | 50.12%+1.8pp | 245.62%-193.7pp | 59.29%-7.4pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $119 | $2,193-94.6% | $3,890-96.9% | $3,805-96.9% |
| Admin fee / account holder | $62 | $134-53.9% | $4,881-98.7% | $158-60.9% |