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 | $41,582 | $64,909-35.9% | $82,313-49.5% | $62,292-33.2% |
| Participation rate | 25.0% | 74.9%-49.9pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 9.39% | 21.18%-11.8pp | 25.88%-16.5pp | 28.90%-19.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $850 | $3,103-72.6% | $3,706-77.1% | $3,169-73.2% |
| Admin fee / account holder | $6 | $440-98.6% | $5,608-99.9% | $479-98.8% |