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.
Employer contribution per participant 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 | $21,155 | $65,395-67.7% | $182,532-88.4% | $72,985-71.0% |
| Participation rate | 55.6% | 65.4%-9.9pp | 78.0%-22.4pp | 69.5%-13.9pp |
| Annual return | 18.76% | 27.68%-8.9pp | 148.54%-129.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $128 | $1,911-93.3% | $4,076-96.9% | $2,440-94.8% |
| Participant deferral / active EE | $1,906 | $3,563-46.5% | $5,524-65.5% | $3,607-47.2% |
| Admin fee / account holder | $36 | $4,245-99.2% | $8,592-99.6% | $5,124-99.3% |