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 | $6,244 | $52,884-88.2% | $84,750-92.6% | $55,167-88.7% |
| Participation rate | 37.9% | 67.5%-29.7pp | 76.6%-38.7pp | 69.0%-31.1pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $731 | $2,233-67.3% | $3,574-79.5% | $1,963-62.7% |
| Participant deferral / active EE | $1,307 | $2,644-50.5% | $3,712-64.8% | $3,054-57.2% |
| Admin fee / account holder | $5 | $581-99.1% | $5,332-99.9% | $504-98.9% |