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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,696 | $53,822+49.9% | $75,696+6.6% | $85,850-6.0% |
| Participation rate | 67.0% | 69.1%-2.0pp | 74.8%-7.8pp | 69.3%-2.3pp |
| Annual return | 28.76% | 24.54%+4.2pp | 104.53%-75.8pp | 318.53%-289.8pp |
| Employer contribution / active EE | $1,781 | $2,017-11.7% | $2,743-35.1% | $2,565-30.6% |
| Participant deferral / active EE | $4,408 | $2,895+52.3% | $3,821+15.4% | $3,952+11.6% |
| Admin fee / account holder | $92 | $3,343-97.2% | $3,619-97.5% | $6,260-98.5% |