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 | $27,254 | $38,365-29.0% | $84,611-67.8% | $65,185-58.2% |
| Participation rate | 3.6% | 55.7%-52.1pp | 68.2%-64.7pp | 70.2%-66.6pp |
| Annual return | 22.94% | 32.00%-9.1pp | 258.74%-235.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $313 | $2,278-86.3% | $3,899-92.0% | $3,514-91.1% |
| Admin fee / account holder | $79 | $451-82.5% | $4,912-98.4% | $847-90.7% |