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 3-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 | $20,486 | $51,769-60.4% | $57,343-64.3% | $52,331-60.9% |
| Participation rate | 13.9% | 75.2%-61.3pp | 75.1%-61.2pp | 68.1%-54.2pp |
| Annual return | 1.59% | 2.43%-0.8pp | 24.39%-22.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $647 | $2,794-76.9% | $3,162-79.6% | $3,022-78.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |