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 | $36,165 | $26,114+38.5% | $58,482-38.2% | $74,419-51.4% |
| Participation rate | 37.5% | 32.1%+5.3pp | 50.9%-13.4pp | 70.7%-33.3pp |
| Annual return | 25.09% | 32.51%-7.4pp | 4239.32%-4214.2pp | 34.38%-9.3pp |
| Employer contribution / active EE | $737 | $536+37.7% | $1,053-30.0% | $2,637-72.0% |
| Participant deferral / active EE | $1,167 | $1,075+8.6% | $1,924-39.4% | $4,528-74.2% |
| Admin fee / account holder | $9 | $649-98.6% | $2,516-99.6% | $348-97.4% |