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 7-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 | $41,400 | $76,367-45.8% | $93,606-55.8% | $72,985-43.3% |
| Participation rate | 19.5% | 71.7%-52.2pp | 75.8%-56.3pp | 69.5%-49.9pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $739 | $2,275-67.5% | $2,718-72.8% | $2,440-69.7% |
| Participant deferral / active EE | $998 | $3,538-71.8% | $4,069-75.5% | $3,607-72.3% |
| Admin fee / account holder | $36 | $6,838-99.5% | $7,888-99.5% | $5,124-99.3% |