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 | $42,299 | $54,590-22.5% | $81,930-48.4% | $73,488-42.4% |
| Participation rate | 42.7% | 68.3%-25.6pp | 72.0%-29.3pp | 70.7%-28.0pp |
| Annual return | 28.73% | 17.74%+11.0pp | 29.49%-0.8pp | 28.51%+0.2pp |
| Employer contribution / active EE | $1,163 | $1,636-28.9% | $4,310-73.0% | $2,270-48.8% |
| Participant deferral / active EE | $1,868 | $2,759-32.3% | $7,107-73.7% | $3,740-50.0% |
| Admin fee / account holder | $20 | $592-96.6% | $5,158-99.6% | $513-96.1% |