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 | $19,015 | $34,677-45.2% | $77,024-75.3% | $64,808-70.7% |
| Participation rate | 35.3% | 49.8%-14.5pp | 67.9%-32.6pp | 71.5%-36.1pp |
| Annual return | -12.10% | -5.33%-6.8pp | 42.32%-54.4pp | 32.82%-44.9pp |
| Employer contribution / active EE | $898 | $1,370-34.4% | $2,812-68.1% | $2,506-64.1% |
| Participant deferral / active EE | $1,602 | $2,556-37.3% | $4,426-63.8% | $4,310-62.8% |
| Admin fee / account holder | $17 | $179-90.8% | $5,425-99.7% | $188-91.2% |