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 | $19,566 | $81,208-75.9% | $98,907-80.2% | $79,858-75.5% |
| Participation rate | 43.8% | 72.5%-28.7pp | 76.0%-32.2pp | 69.6%-25.8pp |
| Annual return | 14.38% | 60.99%-46.6pp | 196.43%-182.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,223 | $1,960-37.6% | $2,689-54.5% | $2,471-50.5% |
| Participant deferral / active EE | $2,499 | $3,265-23.5% | $4,244-41.1% | $3,740-33.2% |
| Admin fee / account holder | $99 | $6,013-98.4% | $6,642-98.5% | $5,306-98.1% |