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.
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 | $18,504 | $43,504-57.5% | $68,793-73.1% | $56,287-67.1% |
| Participation rate | 36.6% | 67.8%-31.2pp | 72.2%-35.6pp | 69.9%-33.2pp |
| Annual return | -7.38% | -3.15%-4.2pp | -4.63%-2.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $451 | $1,525-70.4% | $2,625-82.8% | $2,111-78.6% |
| Participant deferral / active EE | $1,467 | $2,509-41.5% | $3,311-55.7% | $3,350-56.2% |
| Admin fee / account holder | $87 | $515-83.0% | $5,131-98.3% | $521-83.2% |