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 | $15,783 | $33,067-52.3% | $76,523-79.4% | $56,287-72.0% |
| Participation rate | 5.5% | 55.4%-49.9pp | 68.0%-62.5pp | 69.9%-64.4pp |
| Annual return | -7.22% | 2.72%-9.9pp | -0.27%-6.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $243 | $2,240-89.1% | $3,835-93.7% | $3,350-92.7% |
| Admin fee / account holder | $66 | $537-87.7% | $4,848-98.6% | $521-87.3% |