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.
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 | $12,143 | $31,679-61.7% | $74,701-83.7% | $65,185-81.4% |
| Participation rate | 9.4% | 40.4%-31.0pp | 54.5%-45.1pp | 70.2%-60.8pp |
| Annual return | 16.19% | 39.04%-22.8pp | 752.92%-736.7pp | 29.38%-13.2pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $172 | $1,191-85.6% | $1,964-91.3% | $3,514-95.1% |
| Admin fee / account holder | $44 | $379-88.3% | $3,333-98.7% | $847-94.8% |