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 | $57,786 | $51,197+12.9% | $82,719-30.1% | $66,914-13.6% |
| Participation rate | 42.0% | 67.8%-25.8pp | 72.6%-30.5pp | 69.8%-27.8pp |
| Annual return | -14.56% | -9.64%-4.9pp | 701.18%-715.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,550 | $3,458-55.2% | $4,395-64.7% | $4,237-63.4% |
| Admin fee / account holder | $36 | $416-91.4% | $5,329-99.3% | $593-94.0% |