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 | $34,715 | $63,745-45.5% | $98,442-64.7% | $79,386-56.3% |
| Participation rate | 64.0% | 69.9%-5.9pp | 73.3%-9.3pp | 70.7%-6.7pp |
| Annual return | 12.45% | 625.80%-613.3pp | 1492.73%-1480.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $507 | $2,557-80.2% | $2,960-82.9% | $2,427-79.1% |
| Participant deferral / active EE | $1,479 | $3,303-55.2% | $4,276-65.4% | $4,046-63.4% |
| Admin fee / account holder | -$2 | $516-100.4% | $5,949-100.0% | $626-100.3% |