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.
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 | $29,386 | $50,385-41.7% | $75,670-61.2% | $62,292-52.8% |
| Participation rate | 28.2% | 67.7%-39.5pp | 72.3%-44.2pp | 69.5%-41.3pp |
| Annual return | 12.79% | 19.90%-7.1pp | 27.34%-14.6pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $564 | $2,445-76.9% | $3,142-82.0% | $3,169-82.2% |
| Admin fee / account holder | $20 | $384-94.8% | $5,800-99.7% | $479-95.9% |