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 | $69,162 | $88,083-21.5% | $164,813-58.0% | $74,495-7.2% |
| Participation rate | 56.5% | 73.0%-16.6pp | 78.6%-22.2pp | 67.2%-10.7pp |
| Annual return | 16.63% | 17.26%-0.6pp | 69.93%-53.3pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,107 | $2,593-18.7% | $4,341-51.5% | $2,623-19.7% |
| Participant deferral / active EE | $3,468 | $4,498-22.9% | $6,031-42.5% | $4,346-20.2% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |