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 8-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 | $48,852 | $73,102-33.2% | $123,544-60.5% | $56,287-13.2% |
| Participation rate | 32.7% | 74.3%-41.6pp | 82.3%-49.6pp | 69.9%-37.1pp |
| Annual return | 0.28% | 3.01%-2.7pp | 119.20%-118.9pp | -9.96%+10.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,692 | $5,423-68.8% | $6,426-73.7% | $3,350-49.5% |
| Admin fee / account holder | $208 | $554-62.4% | $9,284-97.8% | $521-60.1% |