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.
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 | $5,474 | $33,067-83.4% | $76,523-92.8% | $56,287-90.3% |
| Participation rate | 25.3% | 55.4%-30.0pp | 68.0%-42.7pp | 69.9%-44.5pp |
| Annual return | 0.00% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $646 | $1,200-46.2% | $2,647-75.6% | $2,111-69.4% |
| Participant deferral / active EE | $941 | $2,240-58.0% | $3,835-75.5% | $3,350-71.9% |
| Admin fee / account holder | $19 | $537-96.5% | $4,848-99.6% | $521-96.4% |