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 | $15,536 | $41,647-62.7% | $96,139-83.8% | $86,799-82.1% |
| Participation rate | 18.0% | 50.2%-32.2pp | 68.4%-50.4pp | 72.3%-54.2pp |
| Annual return | 12.68% | 27.24%-14.6pp | 191.94%-179.3pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $630 | $2,412-73.9% | $4,349-85.5% | $4,131-84.7% |
| Admin fee / account holder | $10 | $169-93.9% | $5,537-99.8% | $170-93.9% |