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.
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 | $44,891 | $52,953-15.2% | $172,739-74.0% | $65,185-31.1% |
| Participation rate | 24.3% | 66.2%-41.9pp | 82.6%-58.3pp | 70.2%-45.9pp |
| Annual return | 19.51% | 30.12%-10.6pp | 802.84%-783.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $337 | $2,190-84.6% | $5,143-93.4% | $2,177-84.5% |
| Participant deferral / active EE | $710 | $2,471-71.2% | $5,198-86.3% | $3,514-79.8% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |