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 | $17,422 | $46,173-62.3% | $170,442-89.8% | $69,631-75.0% |
| Participation rate | 26.0% | 63.9%-37.9pp | 83.6%-57.6pp | 70.7%-44.7pp |
| Annual return | 13.44% | 21.62%-8.2pp | 205.93%-192.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $298 | $1,610-81.5% | $5,433-94.5% | $2,032-85.3% |
| Participant deferral / active EE | $388 | $2,080-81.3% | $4,939-92.1% | $3,224-88.0% |
| Admin fee / account holder | $32 | $116-72.7% | $13,880-99.8% | $110-71.3% |