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 8-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 | $14,157 | $43,133-67.2% | $89,391-84.2% | $73,488-80.7% |
| Participation rate | 62.4% | 55.0%+7.4pp | 68.0%-5.6pp | 70.7%-8.3pp |
| Annual return | 13.85% | 135.66%-121.8pp | 245.62%-231.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $962 | $1,438-33.1% | $2,586-62.8% | $2,270-57.6% |
| Participant deferral / active EE | $1,591 | $2,445-34.9% | $3,890-59.1% | $3,740-57.5% |
| Admin fee / account holder | $14 | $444-96.9% | $4,881-99.7% | $513-97.3% |