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 | $16,575 | $35,986-53.9% | $77,482-78.6% | $73,488-77.4% |
| Participation rate | 17.5% | 40.8%-23.3pp | 54.2%-36.6pp | 70.7%-53.1pp |
| Annual return | 27.83% | 19.26%+8.6pp | 54.79%-27.0pp | 28.51%-0.7pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $233 | $1,198-80.5% | $1,861-87.5% | $3,740-93.8% |
| Admin fee / account holder | $38 | $466-91.9% | $2,858-98.7% | $513-92.6% |