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 9-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 | $63,745 | $82,978-23.2% | $129,995-51.0% | $71,457-10.8% |
| Participation rate | 51.1% | 74.1%-23.0pp | 78.5%-27.4pp | 67.9%-16.8pp |
| Annual return | 20.91% | 20.60%+0.3pp | -137.18%+158.1pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,151 | $2,622-18.0% | $4,320-50.2% | $2,588-16.9% |
| Participant deferral / active EE | $3,448 | $4,432-22.2% | $5,820-40.7% | $4,289-19.6% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |