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.
Annual investment return 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 | $9,629 | $55,453-82.6% | $170,442-94.4% | $62,292-84.5% |
| Participation rate | 63.1% | 66.4%-3.3pp | 83.6%-20.5pp | 69.5%-6.4pp |
| Annual return | 12.12% | 21.38%-9.3pp | 205.93%-193.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $537 | $2,164-75.2% | $5,433-90.1% | $2,042-73.7% |
| Participant deferral / active EE | $876 | $2,303-62.0% | $4,939-82.3% | $3,169-72.4% |
| Admin fee / account holder | $3 | $455-99.3% | $13,880-100.0% | $479-99.3% |