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.
Employer 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 | $14,891 | $55,453-73.1% | $170,442-91.3% | $62,292-76.1% |
| Participation rate | 69.2% | 66.4%+2.8pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 10.94% | 21.38%-10.4pp | 205.93%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $263 | $2,164-87.8% | $5,433-95.2% | $2,042-87.1% |
| Participant deferral / active EE | $1,049 | $2,303-54.4% | $4,939-78.8% | $3,169-66.9% |
| Admin fee / account holder | $13 | $455-97.2% | $13,880-99.9% | $479-97.4% |