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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,778 | $160,055-95.8% | $140,016-95.2% | $135,375-95.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -6.17% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,062 | $6,420-83.5% | $5,606-81.1% | $4,779-77.8% |
| Participant deferral / active EE | $6,698 | $7,642-12.3% | $6,927-3.3% | $5,609+19.4% |
| Admin fee / account holder | $7 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |