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 | $22,282 | $58,512-61.9% | $84,015-73.5% | $72,985-69.5% |
| Participation rate | 34.8% | 61.2%-26.4pp | 69.0%-34.2pp | 69.5%-34.7pp |
| Annual return | -41.00% | 28.93%-69.9pp | 71.31%-112.3pp | 81.00%-122.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $647 | $2,394-73.0% | $3,239-80.0% | $3,607-82.1% |
| Admin fee / account holder | $210 | $4,569-95.4% | $6,101-96.6% | $5,124-95.9% |