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 8-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,279-100.0% | $89,391-100.0% | $79,858-100.0% |
| Participation rate | 0.0% | 57.5%-57.5pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | 0.64% | 22.16%-21.5pp | 245.62%-245.0pp | 31.71%-31.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $2,740-36.6% | $3,890-55.3% | $3,740-53.5% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |