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 | $29,051-24.4% | $52,425-58.1% | $67,986-67.7% |
| Participation rate | 46.1% | 30.4%+15.7pp | 55.6%-9.5pp | 57.2%-11.1pp |
| Annual return | 14.75% | 24.00%-9.2pp | 302.12%-287.4pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,491 | $412+262.0% | $914+63.1% | $2,019-26.1% |
| Participant deferral / active EE | $1,694 | $873+94.0% | $1,790-5.4% | $3,358-49.6% |
| Admin fee / account holder | $49 | $2,113-97.7% | $2,495-98.0% | $3,203-98.5% |