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 | $80,328 | $54,350+47.8% | $82,719-2.9% | $68,494+17.3% |
| Participation rate | 56.3% | 63.9%-7.7pp | 72.6%-16.3pp | 67.9%-11.6pp |
| Annual return | -13.90% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,264 | $2,218+2.1% | $3,009-24.8% | $2,596-12.8% |
| Participant deferral / active EE | $2,277 | $3,246-29.8% | $4,395-48.2% | $4,027-43.4% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |