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 | $19,298 | $44,642-56.8% | $91,220-78.8% | $66,914-71.2% |
| Participation rate | 28.4% | 64.9%-36.5pp | 73.2%-44.8pp | 69.8%-41.4pp |
| Annual return | -15.75% | -12.29%-3.5pp | 114.01%-129.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $874 | $1,706-48.8% | $2,850-69.3% | $2,544-65.7% |
| Participant deferral / active EE | $1,817 | $3,349-45.7% | $4,234-57.1% | $4,237-57.1% |
| Admin fee / account holder | $8 | $521-98.4% | $5,420-99.8% | $593-98.6% |