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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,657 | $70,083-73.4% | $59,878-68.8% | $55,725-66.5% |
| Participation rate | 57.9% | 78.4%-20.4pp | 74.7%-16.8pp | 70.9%-12.9pp |
| Annual return | 5.97% | 3.13%+2.8pp | 3.46%+2.5pp | 244.93%-239.0pp |
| Employer contribution / active EE | $603 | $2,878-79.1% | $2,722-77.9% | $2,078-71.0% |
| Participant deferral / active EE | $3,885 | $3,079+26.2% | $3,402+14.2% | $3,356+15.8% |
| Admin fee / account holder | $10 | $70-86.0% | $3,590-99.7% | $115-91.4% |