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 | $107,839 | $57,831+86.5% | $82,389+30.9% | $85,563+26.0% |
| Participation rate | 60.3% | 55.0%+5.3pp | 69.5%-9.3pp | 66.0%-5.7pp |
| Annual return | 17.92% | 17.86%+0.1pp | 28.67%-10.8pp | 31.51%-13.6pp |
| Employer contribution / active EE | $408 | $1,643-75.1% | $2,517-83.8% | $2,654-84.6% |
| Participant deferral / active EE | $3,405 | $3,118+9.2% | $4,155-18.1% | $4,375-22.2% |
| Admin fee / account holder | $57 | $1,391-95.9% | $7,231-99.2% | $834-93.1% |