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 | $25,913 | $95,542-72.9% | $69,455-62.7% | $67,579-61.7% |
| Participation rate | 61.8% | 79.4%-17.6pp | 74.6%-12.8pp | 71.3%-9.5pp |
| Annual return | 27.28% | 17.67%+9.6pp | 28.97%-1.7pp | 378.56%-351.3pp |
| Employer contribution / active EE | $763 | $2,989-74.5% | $2,779-72.5% | $2,148-64.5% |
| Participant deferral / active EE | $4,863 | $3,263+49.0% | $3,535+37.5% | $3,539+37.4% |
| Admin fee / account holder | $15 | $90-83.9% | $3,839-99.6% | $142-89.8% |