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.
Employer contribution per participant 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 | $21,378 | $63,114-66.1% | $92,893-77.0% | $65,185-67.2% |
| Participation rate | 59.5% | 68.8%-9.2pp | 76.0%-16.5pp | 70.2%-10.7pp |
| Annual return | 18.63% | 28.75%-10.1pp | 109.41%-90.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $207 | $2,571-92.0% | $3,653-94.3% | $2,177-90.5% |
| Participant deferral / active EE | $1,549 | $3,108-50.2% | $4,236-63.4% | $3,514-55.9% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |