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 | $88,842 | $51,197+73.5% | $82,719+7.4% | $66,914+32.8% |
| Participation rate | 62.7% | 67.8%-5.1pp | 72.6%-9.8pp | 69.8%-7.1pp |
| Annual return | -13.58% | -9.64%-3.9pp | 701.18%-714.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,501 | $3,458+30.2% | $4,395+2.4% | $4,237+6.2% |
| Admin fee / account holder | $3 | $416-99.3% | $5,329-99.9% | $593-99.5% |