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.
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 | $8,560 | $63,346-86.5% | $92,233-90.7% | $70,131-87.8% |
| Participation rate | 49.0% | 68.7%-19.7pp | 76.5%-27.5pp | 69.5%-20.6pp |
| Annual return | 36.04% | 530.12%-494.1pp | 176.28%-140.2pp | 73.14%-37.1pp |
| Employer contribution / active EE | $1,341 | $2,471-45.7% | $3,679-63.5% | $2,342-42.7% |
| Participant deferral / active EE | $2,108 | $2,854-26.1% | $3,897-45.9% | $3,332-36.7% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |