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 | $65,230 | $93,182-30.0% | $146,665-55.5% | $79,386-17.8% |
| Participation rate | 65.3% | 76.4%-11.1pp | 80.1%-14.8pp | 70.7%-5.4pp |
| Annual return | 15.65% | 21.61%-6.0pp | 22.74%-7.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,335 | $2,420-44.8% | $4,136-67.7% | $2,427-45.0% |
| Participant deferral / active EE | $3,407 | $4,169-18.3% | $5,506-38.1% | $4,046-15.8% |
| Admin fee / account holder | $11 | $585-98.1% | $10,280-99.9% | $626-98.2% |