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 8-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 | $33,361 | $41,647-19.9% | $96,139-65.3% | $86,799-61.6% |
| Participation rate | 15.6% | 50.2%-34.6pp | 68.4%-52.8pp | 72.3%-56.7pp |
| Annual return | 16.33% | 27.24%-10.9pp | 191.94%-175.6pp | 97.91%-81.6pp |
| Employer contribution / active EE | $665 | $1,318-49.5% | $2,797-76.2% | $2,405-72.3% |
| Participant deferral / active EE | $771 | $2,412-68.1% | $4,349-82.3% | $4,131-81.3% |
| Admin fee / account holder | $158 | $169-6.8% | $5,537-97.1% | $170-6.9% |