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 | $27,810 | $57,831-51.9% | $82,389-66.2% | $85,563-67.5% |
| Participation rate | 51.1% | 55.0%-3.9pp | 69.5%-18.5pp | 66.0%-14.9pp |
| Annual return | 20.05% | 17.86%+2.2pp | 28.67%-8.6pp | 31.51%-11.5pp |
| Employer contribution / active EE | $1,966 | $1,643+19.7% | $2,517-21.9% | $2,654-25.9% |
| Participant deferral / active EE | $3,328 | $3,118+6.7% | $4,155-19.9% | $4,375-23.9% |
| Admin fee / account holder | $44 | $1,391-96.8% | $7,231-99.4% | $834-94.7% |