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.
Employer 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 | $31,505 | $41,854-24.7% | $73,843-57.3% | $52,331-39.8% |
| Participation rate | 37.9% | 66.2%-28.3pp | 73.4%-35.5pp | 68.1%-30.2pp |
| Annual return | -0.67% | 2.11%-2.8pp | 2267.84%-2268.5pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,618 | $2,498-35.2% | $3,583-54.8% | $3,022-46.5% |
| Admin fee / account holder | $293 | $493-40.5% | $4,880-94.0% | $592-50.4% |