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 | $52,385 | $68,408-23.4% | $57,179-8.4% | $57,658-9.1% |
| Participation rate | 41.4% | 79.1%-37.7pp | 75.3%-33.9pp | 70.2%-28.8pp |
| Annual return | 6.39% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,781 | $2,869-37.9% | $2,682-33.6% | $1,974-9.7% |
| Participant deferral / active EE | $593 | $2,903-79.6% | $3,096-80.9% | $3,061-80.6% |
| Admin fee / account holder | $3 | $70-95.4% | $3,139-99.9% | $95-96.6% |