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 | $21,976 | $31,310-29.8% | $53,898-59.2% | $74,304-70.4% |
| Participation rate | 46.1% | 30.7%+15.4pp | 55.0%-8.9pp | 60.3%-14.3pp |
| Annual return | 14.75% | 23.16%-8.4pp | 528.60%-513.9pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,491 | $450+231.4% | $932+60.0% | $2,241-33.5% |
| Participant deferral / active EE | $1,694 | $934+81.3% | $1,826-7.3% | $3,767-55.0% |
| Admin fee / account holder | $49 | $2,175-97.8% | $2,491-98.0% | $2,969-98.4% |