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 | $48,496 | $47,977+1.1% | $154,107-68.5% | $56,287-13.8% |
| Participation rate | 28.5% | 66.2%-37.7pp | 83.0%-54.5pp | 69.9%-41.4pp |
| Annual return | 11.88% | 3.54%+8.3pp | 735.12%-723.2pp | -9.96%+21.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $814 | $2,392-66.0% | $5,081-84.0% | $3,350-75.7% |
| Admin fee / account holder | $17 | $438-96.0% | $13,411-99.9% | $521-96.7% |