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 | $30,402 | $54,350-44.1% | $82,719-63.2% | $68,494-55.6% |
| Participation rate | 59.2% | 63.9%-4.7pp | 72.6%-13.4pp | 67.9%-8.7pp |
| Annual return | -19.21% | -13.67%-5.5pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $554 | $2,218-75.0% | $3,009-81.6% | $2,596-78.7% |
| Participant deferral / active EE | $1,548 | $3,246-52.3% | $4,395-64.8% | $4,027-61.6% |
| Admin fee / account holder | $34 | $4,395-99.2% | $5,329-99.4% | $5,403-99.4% |