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 | $24,533 | $62,603-60.8% | $104,294-76.5% | $66,914-63.3% |
| Participation rate | 62.1% | 59.6%+2.5pp | 73.3%-11.2pp | 69.8%-7.7pp |
| Annual return | -18.05% | -14.70%-3.4pp | 24.61%-42.7pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,384 | $1,972-29.8% | $3,372-58.9% | $2,544-45.6% |
| Participant deferral / active EE | $1,992 | $2,853-30.2% | $4,625-56.9% | $4,237-53.0% |
| Admin fee / account holder | $19 | $656-97.1% | $7,339-99.7% | $593-96.8% |