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 | $55,337 | $54,573+1.4% | $90,951-39.2% | $73,488-24.7% |
| Participation rate | 41.7% | 61.2%-19.4pp | 69.0%-27.3pp | 70.7%-28.9pp |
| Annual return | 27.36% | 16.69%+10.7pp | 134.60%-107.2pp | 28.51%-1.1pp |
| Employer contribution / active EE | $1,048 | $991+5.8% | $2,122-50.6% | $2,270-53.8% |
| Participant deferral / active EE | $1,821 | $2,517-27.7% | $3,373-46.0% | $3,740-51.3% |
| Admin fee / account holder | $6 | $521-98.9% | $5,959-99.9% | $513-98.8% |