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 9-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.
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 | $23,202 | $64,286-63.9% | $90,951-74.5% | $73,409-68.4% |
| Participation rate | 65.0% | 63.6%+1.4pp | 69.0%-4.0pp | 72.2%-7.1pp |
| Annual return | 11.61% | 21.45%-9.8pp | 134.60%-123.0pp | 59.29%-47.7pp |
| Employer contribution / active EE | $684 | $895-23.6% | $2,122-67.8% | $2,234-69.4% |
| Participant deferral / active EE | $1,770 | $2,453-27.8% | $3,373-47.5% | $3,805-53.5% |
| Admin fee / account holder | $10 | $287-96.5% | $5,959-99.8% | $158-93.7% |