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 | $47,849 | $37,044+29.2% | $71,796-33.4% | $57,658-17.0% |
| Participation rate | 19.6% | 61.1%-41.5pp | 69.1%-49.5pp | 70.2%-50.7pp |
| Annual return | 8.94% | 12.64%-3.7pp | 78.04%-69.1pp | 5.13%+3.8pp |
| Employer contribution / active EE | $303 | $720-57.9% | $1,924-84.2% | $1,974-84.6% |
| Participant deferral / active EE | $746 | $1,974-62.2% | $2,794-73.3% | $3,061-75.6% |
| Admin fee / account holder | $3 | $101-97.3% | $4,815-99.9% | $95-97.2% |