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 | $8,155 | $52,953-84.6% | $172,739-95.3% | $65,185-87.5% |
| Participation rate | 69.4% | 66.2%+3.2pp | 82.6%-13.3pp | 70.2%-0.8pp |
| Annual return | 18.95% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,167 | $2,190-46.7% | $5,143-77.3% | $2,177-46.4% |
| Participant deferral / active EE | $1,040 | $2,471-57.9% | $5,198-80.0% | $3,514-70.4% |
| Admin fee / account holder | $12 | $472-97.4% | $13,954-99.9% | $847-98.5% |