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 | $31,768 | $61,156-48.1% | $185,823-82.9% | $79,386-60.0% |
| Participation rate | 47.1% | 66.6%-19.6pp | 81.7%-34.6pp | 70.7%-23.6pp |
| Annual return | 14.66% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $439 | $2,321-81.1% | $5,167-91.5% | $2,427-81.9% |
| Participant deferral / active EE | $1,033 | $2,789-63.0% | $5,568-81.4% | $4,046-74.5% |
| Admin fee / account holder | $8 | $710-98.9% | $16,237-100.0% | $626-98.8% |