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 | $5,409 | $27,330-80.2% | $67,711-92.0% | $55,191-90.2% |
| Participation rate | 66.3% | 47.5%+18.7pp | 67.5%-1.2pp | 69.2%-2.9pp |
| Annual return | -7.70% | 8.81%-16.5pp | 25.41%-33.1pp | 10.78%-18.5pp |
| Employer contribution / active EE | $330 | $855-61.4% | $2,559-87.1% | $1,899-82.6% |
| Participant deferral / active EE | $969 | $1,709-43.3% | $3,585-73.0% | $3,046-68.2% |
| Admin fee / account holder | $8 | $109-92.6% | $4,255-99.8% | $91-91.0% |