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.
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 | $9,599 | $45,566-78.9% | $64,105-85.0% | $59,632-83.9% |
| Participation rate | 43.9% | 60.2%-16.3pp | 68.2%-24.3pp | 68.7%-24.8pp |
| Annual return | -0.79% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $477 | $934-48.9% | $1,820-73.8% | $2,203-78.3% |
| Participant deferral / active EE | $1,320 | $2,057-35.8% | $2,822-53.2% | $3,192-58.6% |
| Admin fee / account holder | $4 | $3,268-99.9% | $4,499-99.9% | $4,297-99.9% |