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 | $14,618 | $62,586-76.6% | $76,768-81.0% | $64,186-77.2% |
| Participation rate | 68.5% | 72.8%-4.3pp | 77.0%-8.4pp | 69.6%-1.0pp |
| Annual return | -7.72% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,119 | $1,832+70.2% | $2,485+25.5% | $2,381+31.0% |
| Participant deferral / active EE | $5,161 | $3,145+64.1% | $3,852+34.0% | $3,470+48.8% |
| Admin fee / account holder | $128 | $4,667-97.3% | $6,675-98.1% | $4,888-97.4% |