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 | $11,047 | $58,726-81.2% | $92,233-88.0% | $62,292-82.3% |
| Participation rate | 40.3% | 68.3%-28.1pp | 76.5%-36.2pp | 69.5%-29.2pp |
| Annual return | 19.95% | 43.62%-23.7pp | 176.28%-156.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $894 | $2,392-62.6% | $3,679-75.7% | $2,042-56.2% |
| Participant deferral / active EE | $1,529 | $2,766-44.7% | $3,897-60.7% | $3,169-51.7% |
| Admin fee / account holder | $17 | $556-97.0% | $5,194-99.7% | $479-96.5% |