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.
Annual investment return 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 | $10,684 | $29,369-63.6% | $77,482-86.2% | $73,409-85.4% |
| Participation rate | 61.9% | 37.9%+23.9pp | 54.2%+7.7pp | 72.2%-10.3pp |
| Annual return | -1.39% | 358.15%-359.5pp | 54.79%-56.2pp | 59.29%-60.7pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $286 | $941-69.6% | $1,861-84.6% | $3,805-92.5% |
| Admin fee / account holder | $7 | $123-94.5% | $2,858-99.8% | $158-95.8% |