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.
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 | $13,542 | $55,453-75.6% | $170,442-92.1% | $62,292-78.3% |
| Participation rate | 31.2% | 66.4%-35.2pp | 83.6%-52.4pp | 69.5%-38.3pp |
| Annual return | 9.50% | 21.38%-11.9pp | 205.93%-196.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $408 | $2,164-81.1% | $5,433-92.5% | $2,042-80.0% |
| Participant deferral / active EE | $1,053 | $2,303-54.3% | $4,939-78.7% | $3,169-66.8% |
| Admin fee / account holder | $205 | $455-54.9% | $13,880-98.5% | $479-57.2% |