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.
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 | $3,992 | $32,117-87.6% | $71,086-94.4% | $64,186-93.8% |
| Participation rate | 26.6% | 42.7%-16.1pp | 54.7%-28.1pp | 69.6%-43.0pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $413 | $712-42.0% | $1,088-62.0% | $2,381-82.7% |
| Participant deferral / active EE | $842 | $1,263-33.4% | $1,874-55.1% | $3,470-75.7% |
| Admin fee / account holder | $2 | $2,759-99.9% | $3,082-99.9% | $4,888-100.0% |