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 8-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.
Employer contribution per participant 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 | $10,759 | $35,986-70.1% | $77,482-86.1% | $73,488-85.4% |
| Participation rate | 35.7% | 40.8%-5.2pp | 54.2%-18.5pp | 70.7%-35.0pp |
| Annual return | 44.86% | 19.26%+25.6pp | 54.79%-9.9pp | 28.51%+16.4pp |
| Employer contribution / active EE | $63 | $557-88.7% | $986-93.6% | $2,270-97.2% |
| Participant deferral / active EE | $1,119 | $1,198-6.6% | $1,861-39.9% | $3,740-70.1% |
| Admin fee / account holder | $78 | $466-83.2% | $2,858-97.3% | $513-84.7% |