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.
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 | $10,643 | $55,002-80.6% | $59,878-82.2% | $56,287-81.1% |
| Participation rate | 67.3% | 75.9%-8.6pp | 74.7%-7.4pp | 69.9%-2.5pp |
| Annual return | -8.66% | 1.13%-9.8pp | 3.46%-12.1pp | -9.96%+1.3pp |
| Employer contribution / active EE | $793 | $2,448-67.6% | $2,722-70.9% | $2,111-62.4% |
| Participant deferral / active EE | $1,974 | $3,121-36.8% | $3,402-42.0% | $3,350-41.1% |
| Admin fee / account holder | $20 | $236-91.6% | $3,590-99.4% | $521-96.2% |