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 9-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 | $39,036 | $77,660-49.7% | $109,143-64.2% | $79,386-50.8% |
| Participation rate | 25.5% | 67.8%-42.3pp | 75.9%-50.4pp | 70.7%-45.2pp |
| Annual return | 15.00% | 23.44%-8.4pp | 25.75%-10.7pp | 116.85%-101.8pp |
| Employer contribution / active EE | $768 | $2,797-72.6% | $3,722-79.4% | $2,427-68.4% |
| Participant deferral / active EE | $1,596 | $3,518-54.6% | $4,653-65.7% | $4,046-60.5% |
| Admin fee / account holder | $13 | $732-98.3% | $6,752-99.8% | $626-98.0% |