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).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $6,257 | $36,004-82.6% | $64,105-90.2% | $69,651-91.0% |
| Participation rate | 63.9% | 47.3%+16.7pp | 68.2%-4.3pp | 66.6%-2.7pp |
| Annual return | 101.46% | 4.26%+97.2pp | 791.24%-689.8pp | 53.77%+47.7pp |
| Employer contribution / active EE | $443 | $617-28.2% | $1,820-75.7% | $2,241-80.2% |
| Participant deferral / active EE | $483 | $1,166-58.6% | $2,822-82.9% | $3,635-86.7% |
| Admin fee / account holder | $51 | $49+4.5% | $4,499-98.9% | $63-19.1% |