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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,328 | $48,277-20.6% | $63,517-39.7% | $55,191-30.6% |
| Participation rate | 45.4% | 69.4%-24.0pp | 71.0%-25.7pp | 69.2%-23.8pp |
| Annual return | -2.30% | 2.37%-4.7pp | -70.30%+68.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $626 | $1,592-60.7% | $2,322-73.0% | $1,899-67.0% |
| Participant deferral / active EE | $1,744 | $2,432-28.3% | $2,953-40.9% | $3,046-42.7% |
| Admin fee / account holder | $35 | $86-59.2% | $5,892-99.4% | $91-61.4% |