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.
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 | $29,126 | $48,064-39.4% | $78,778-63.0% | $69,631-58.2% |
| Participation rate | 54.2% | 61.6%-7.3pp | 69.2%-15.0pp | 70.7%-16.4pp |
| Annual return | 13.79% | 21.81%-8.0pp | 35.62%-21.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $236 | $744-68.2% | $1,986-88.1% | $2,032-88.4% |
| Participant deferral / active EE | $2,020 | $2,079-2.9% | $2,958-31.7% | $3,224-37.3% |
| Admin fee / account holder | $15 | $152-90.2% | $5,134-99.7% | $110-86.5% |