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.
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 | $3,762 | $43,423-91.3% | $78,689-95.2% | $55,167-93.2% |
| Participation rate | 44.4% | 68.0%-23.6pp | 73.6%-29.2pp | 69.0%-24.6pp |
| Annual return | 40.22% | 11.53%+28.7pp | 62.18%-22.0pp | 169.23%-129.0pp |
| Employer contribution / active EE | $694 | $1,997-65.3% | $2,851-75.7% | $1,963-64.7% |
| Participant deferral / active EE | $845 | $2,509-66.3% | $3,517-76.0% | $3,054-72.3% |
| Admin fee / account holder | $3 | $416-99.3% | $4,510-99.9% | $504-99.4% |