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 7-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 | $46,654 | $67,984-31.4% | $65,493-28.8% | $74,304-37.2% |
| Participation rate | 62.0% | 66.3%-4.3pp | 73.1%-11.0pp | 60.3%+1.7pp |
| Annual return | 18.72% | 19.87%-1.1pp | 982.45%-963.7pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,653 | $2,491-33.6% | $2,574-35.8% | $2,241-26.2% |
| Participant deferral / active EE | $4,366 | $3,346+30.5% | $3,961+10.2% | $3,767+15.9% |
| Admin fee / account holder | $2 | $1,373-99.8% | $5,028-100.0% | $2,969-99.9% |