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 | $77,611 | $78,483-1.1% | $106,201-26.9% | $74,546+4.1% |
| Participation rate | 50.7% | 72.8%-22.1pp | 75.3%-24.6pp | 67.2%-16.5pp |
| Annual return | 19.92% | 15.94%+4.0pp | 116.26%-96.3pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $1,705 | $2,522-32.4% | $3,170-46.2% | $2,624-35.0% |
| Participant deferral / active EE | $3,258 | $4,320-24.6% | $5,012-35.0% | $4,347-25.1% |
| Admin fee / account holder | $33 | $2,236-98.5% | $11,039-99.7% | $1,944-98.3% |