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 | $19,050 | $26,549-28.2% | $61,373-69.0% | $66,914-71.5% |
| Participation rate | 10.9% | 38.1%-27.2pp | 52.6%-41.7pp | 69.8%-58.9pp |
| Annual return | -15.50% | -16.21%+0.7pp | 338.61%-354.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $410 | $651-37.1% | $1,159-64.7% | $2,544-83.9% |
| Participant deferral / active EE | $790 | $1,338-40.9% | $2,125-62.8% | $4,237-81.3% |
| Admin fee / account holder | $96 | $409-76.4% | $2,130-95.5% | $593-83.7% |