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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,808 | $43,133-84.2% | $89,391-92.4% | $73,488-90.7% |
| Participation rate | 44.6% | 55.0%-10.4pp | 68.0%-23.4pp | 70.7%-26.1pp |
| Annual return | 29.26% | 135.66%-106.4pp | 245.62%-216.4pp | 28.51%+0.8pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $595 | $2,445-75.7% | $3,890-84.7% | $3,740-84.1% |
| Admin fee / account holder | $33 | $444-92.6% | $4,881-99.3% | $513-93.6% |