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.
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 | $10,892 | $127,481-91.5% | $149,696-92.7% | $90,288-87.9% |
| Participation rate | 0.7% | 78.2%-77.6pp | 82.5%-81.8pp | 73.4%-72.7pp |
| Annual return | 15.89% | 57.78%-41.9pp | 276.60%-260.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $30 | $6,975-99.6% | $6,842-99.6% | $4,232-99.3% |
| Admin fee / account holder | $178 | $152+17.6% | $9,309-98.1% | $114+56.4% |