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.
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 | $26,785 | $25,302+5.9% | $74,701-64.1% | $67,579-60.4% |
| Participation rate | 20.6% | 37.8%-17.3pp | 54.5%-33.9pp | 71.3%-50.7pp |
| Annual return | 18.72% | 10291.17%-10272.4pp | 752.92%-734.2pp | 378.56%-359.8pp |
| Employer contribution / active EE | $142 | $446-68.2% | $1,084-86.9% | $2,148-93.4% |
| Participant deferral / active EE | $672 | $954-29.5% | $1,964-65.8% | $3,539-81.0% |
| Admin fee / account holder | $7 | $108-93.1% | $3,333-99.8% | $142-94.8% |