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 | $33,890 | $46,072-26.4% | $70,014-51.6% | $55,167-38.6% |
| Participation rate | 26.2% | 67.5%-41.2pp | 71.8%-45.6pp | 69.0%-42.7pp |
| Annual return | 6.48% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $209 | $1,500-86.1% | $2,338-91.1% | $1,963-89.4% |
| Participant deferral / active EE | $1,047 | $2,344-55.3% | $2,931-64.3% | $3,054-65.7% |
| Admin fee / account holder | $45 | $428-89.4% | $4,380-99.0% | $504-91.0% |