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 7-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.
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 | $2,248 | $40,522-94.5% | $84,611-97.3% | $67,579-96.7% |
| Participation rate | 52.4% | 51.1%+1.3pp | 68.2%-15.8pp | 71.3%-18.9pp |
| Annual return | 0.00% | 32.72%-32.7pp | 258.74%-258.7pp | 378.56%-378.6pp |
| Employer contribution / active EE | $233 | $1,146-79.7% | $2,652-91.2% | $2,148-89.2% |
| Participant deferral / active EE | $640 | $2,132-70.0% | $3,899-83.6% | $3,539-81.9% |
| Admin fee / account holder | $5 | $145-96.8% | $4,912-99.9% | $142-96.7% |