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 | $8,771 | $54,320-83.9% | $67,652-87.0% | $52,331-83.2% |
| Participation rate | 65.3% | 73.6%-8.3pp | 75.7%-10.4pp | 68.1%-2.8pp |
| Annual return | 0.00% | 6.81%-6.8pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,105 | $1,544-28.4% | $2,266-51.2% | $1,882-41.3% |
| Participant deferral / active EE | $1,646 | $2,950-44.2% | $3,560-53.8% | $3,022-45.6% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |