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.
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 | $34,255 | $36,767-6.8% | $81,478-58.0% | $62,292-45.0% |
| Participation rate | 56.7% | 54.4%+2.2pp | 68.0%-11.3pp | 69.5%-12.8pp |
| Annual return | 9.29% | 173.80%-164.5pp | 38.78%-29.5pp | 28.90%-19.6pp |
| Employer contribution / active EE | $1,033 | $1,128-8.4% | $2,568-59.8% | $2,042-49.4% |
| Participant deferral / active EE | $1,392 | $2,111-34.1% | $3,537-60.7% | $3,169-56.1% |
| Admin fee / account holder | $247 | $797-69.0% | $4,561-94.6% | $479-48.5% |