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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,411 | $68,408+17.5% | $57,179+40.6% | $57,658+39.5% |
| Participation rate | 25.9% | 79.1%-53.2pp | 75.3%-49.4pp | 70.2%-44.3pp |
| Annual return | 2.23% | 8.51%-6.3pp | 14.59%-12.4pp | 5.13%-2.9pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,959 | $2,903-32.5% | $3,096-36.7% | $3,061-36.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |