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 | $59,777 | $94,833-37.0% | $75,696-21.0% | $86,799-31.1% |
| Participation rate | 43.2% | 79.1%-35.9pp | 74.8%-31.6pp | 72.3%-29.1pp |
| Annual return | 12.38% | 16.91%-4.5pp | 104.53%-92.1pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,445 | $2,904-50.3% | $2,743-47.3% | $2,405-39.9% |
| Participant deferral / active EE | $2,127 | $3,632-41.4% | $3,821-44.3% | $4,131-48.5% |
| Admin fee / account holder | $1 | $109-99.5% | $3,619-100.0% | $170-99.7% |