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.
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 | $10,361 | $46,292-77.6% | $143,757-92.8% | $64,808-84.0% |
| Participation rate | 15.4% | 64.2%-48.8pp | 80.3%-64.9pp | 71.5%-56.1pp |
| Annual return | -16.54% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $245 | $2,646-90.7% | $5,637-95.7% | $4,310-94.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |