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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,263 | $65,395-69.0% | $182,532-88.9% | $72,985-72.2% |
| Participation rate | 55.8% | 65.4%-9.6pp | 78.0%-22.2pp | 69.5%-13.7pp |
| Annual return | 13.19% | 27.68%-14.5pp | 148.54%-135.3pp | 81.00%-67.8pp |
| Employer contribution / active EE | $4,094 | $1,911+114.2% | $4,076+0.4% | $2,440+67.8% |
| Participant deferral / active EE | $778 | $3,563-78.2% | $5,524-85.9% | $3,607-78.4% |
| Admin fee / account holder | $171 | $4,245-96.0% | $8,592-98.0% | $5,124-96.7% |