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 9-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 | $34,127 | $68,408-50.1% | $57,179-40.3% | $57,658-40.8% |
| Participation rate | 29.4% | 79.1%-49.8pp | 75.3%-46.0pp | 70.2%-40.9pp |
| Annual return | 9.69% | 8.51%+1.2pp | 14.59%-4.9pp | 5.13%+4.6pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,177 | $2,903-59.5% | $3,096-62.0% | $3,061-61.6% |
| Admin fee / account holder | $5 | $70-93.5% | $3,139-99.9% | $95-95.2% |