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.
Participant contribution per participant 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 | $45,210 | $85,766-47.3% | $136,294-66.8% | $70,131-35.5% |
| Participation rate | 24.2% | 74.2%-50.0pp | 81.9%-57.7pp | 69.5%-45.4pp |
| Annual return | 15.98% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,779 | $2,966-40.0% | $4,695-62.1% | $2,342-24.1% |
| Participant deferral / active EE | $1,981 | $5,051-60.8% | $6,247-68.3% | $3,332-40.6% |
| Admin fee / account holder | $181 | $5,420-96.7% | $9,243-98.0% | $4,645-96.1% |