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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,063 | $73,638-64.6% | $95,952-72.8% | $73,488-64.5% |
| Participation rate | 65.9% | 76.2%-10.2pp | 77.1%-11.1pp | 70.7%-4.7pp |
| Annual return | 15.23% | 16.78%-1.5pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,076 | $1,863-42.2% | $2,541-57.6% | $2,270-52.6% |
| Participant deferral / active EE | $1,584 | $3,617-56.2% | $4,167-62.0% | $3,740-57.6% |
| Admin fee / account holder | $6 | $482-98.8% | $6,795-99.9% | $513-98.9% |