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 | $117,158 | $59,584+96.6% | $86,874+34.9% | $79,386+47.6% |
| Participation rate | 36.8% | 67.7%-30.8pp | 71.6%-34.8pp | 70.7%-33.9pp |
| Annual return | 13.89% | 23.15%-9.3pp | 63.52%-49.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,495-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,158 | $3,036-28.9% | $3,699-41.7% | $4,046-46.7% |
| Admin fee / account holder | $11 | $604-98.2% | $5,828-99.8% | $626-98.3% |