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.
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 | $7,173 | $39,798-82.0% | $67,711-89.4% | $59,632-88.0% |
| Participation rate | 42.1% | 57.4%-15.3pp | 67.5%-25.4pp | 68.7%-26.6pp |
| Annual return | -2.91% | 89.94%-92.8pp | 25.41%-28.3pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,964 | $1,393+112.8% | $2,559+15.8% | $2,203+34.6% |
| Participant deferral / active EE | $716 | $2,335-69.3% | $3,585-80.0% | $3,192-77.6% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |