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.
Employer 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 | $49,080 | $59,186-17.1% | $76,768-36.1% | $56,287-12.8% |
| Participation rate | 62.1% | 75.2%-13.1pp | 77.0%-14.8pp | 69.9%-7.7pp |
| Annual return | 9.32% | 6.62%+2.7pp | 2.43%+6.9pp | -9.96%+19.3pp |
| Employer contribution / active EE | $374 | $1,759-78.8% | $2,485-85.0% | $2,111-82.3% |
| Participant deferral / active EE | $2,281 | $3,255-29.9% | $3,852-40.8% | $3,350-31.9% |
| Admin fee / account holder | $14 | $489-97.1% | $6,675-99.8% | $521-97.3% |