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.
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 | $47,406 | $80,753-41.3% | $136,294-65.2% | $62,292-23.9% |
| Participation rate | 53.4% | 73.5%-20.2pp | 81.9%-28.5pp | 69.5%-16.1pp |
| Annual return | 15.49% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,946 | $2,884-32.5% | $4,695-58.6% | $2,042-4.7% |
| Participant deferral / active EE | $4,142 | $5,164-19.8% | $6,247-33.7% | $3,169+30.7% |
| Admin fee / account holder | $50 | $525-90.5% | $9,243-99.5% | $479-89.6% |