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.
Participant 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 | $30,514 | $66,310-54.0% | $93,606-67.4% | $65,185-53.2% |
| Participation rate | 14.7% | 74.0%-59.3pp | 75.8%-61.1pp | 70.2%-55.5pp |
| Annual return | 20.42% | 42.58%-22.2pp | 32.76%-12.3pp | 29.38%-9.0pp |
| Employer contribution / active EE | $667 | $2,012-66.9% | $2,718-75.5% | $2,177-69.4% |
| Participant deferral / active EE | $858 | $3,342-74.3% | $4,069-78.9% | $3,514-75.6% |
| Admin fee / account holder | $22 | $6,897-99.7% | $7,888-99.7% | $847-97.4% |