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 | $41,702 | $61,156-31.8% | $185,823-77.6% | $79,386-47.5% |
| Participation rate | 69.5% | 66.6%+2.9pp | 81.7%-12.2pp | 70.7%-1.2pp |
| Annual return | 16.27% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $1,441 | $2,321-37.9% | $5,167-72.1% | $2,427-40.6% |
| Participant deferral / active EE | $2,745 | $2,789-1.6% | $5,568-50.7% | $4,046-32.2% |
| Admin fee / account holder | $11 | $710-98.5% | $16,237-99.9% | $626-98.3% |