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 | $55,543 | $84,556-34.3% | $116,228-52.2% | $74,304-25.2% |
| Participation rate | 58.9% | 66.0%-7.1pp | 74.6%-15.6pp | 60.3%-1.4pp |
| Annual return | 15.08% | 18.35%-3.3pp | 90.06%-75.0pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,899 | $2,168-12.4% | $2,994-36.6% | $2,241-15.3% |
| Participant deferral / active EE | $3,152 | $3,814-17.4% | $4,953-36.4% | $3,767-16.3% |
| Admin fee / account holder | $22 | $3,792-99.4% | $11,989-99.8% | $2,969-99.3% |