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.
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 | $8,401 | $58,726-85.7% | $92,233-90.9% | $62,292-86.5% |
| Participation rate | 22.8% | 68.3%-45.5pp | 76.5%-53.7pp | 69.5%-46.7pp |
| Annual return | 46.05% | 43.62%+2.4pp | 176.28%-130.2pp | 28.90%+17.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $841 | $2,766-69.6% | $3,897-78.4% | $3,169-73.5% |
| Admin fee / account holder | $101 | $556-81.9% | $5,194-98.1% | $479-79.0% |