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 5-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 | $11,740 | $39,286-70.1% | $80,716-85.5% | $79,386-85.2% |
| Participation rate | 13.9% | 41.0%-27.0pp | 54.2%-40.3pp | 70.7%-56.8pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.28%-87.3pp | 116.85%-116.9pp |
| Employer contribution / active EE | $382 | $594-35.6% | $1,160-67.0% | $2,427-84.3% |
| Participant deferral / active EE | $815 | $1,264-35.5% | $2,146-62.0% | $4,046-79.8% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |