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.
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 | $13,539 | $46,100-70.6% | $86,590-84.4% | $69,631-80.6% |
| Participation rate | 33.1% | 67.2%-34.0pp | 73.5%-40.4pp | 70.7%-37.6pp |
| Annual return | 22.99% | 21.02%+2.0pp | 964.84%-941.9pp | 27571.02%-27548.0pp |
| Employer contribution / active EE | $578 | $1,850-68.7% | $2,839-79.6% | $2,032-71.5% |
| Participant deferral / active EE | $393 | $2,432-83.8% | $3,609-89.1% | $3,224-87.8% |
| Admin fee / account holder | $2 | $94-98.4% | $4,906-100.0% | $110-98.6% |