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 | $35,578 | $37,393-4.9% | $77,024-53.8% | $66,914-46.8% |
| Participation rate | 20.1% | 52.9%-32.7pp | 67.9%-47.8pp | 69.8%-49.7pp |
| Annual return | -17.87% | -3.29%-14.6pp | 42.32%-60.2pp | 1.58%-19.4pp |
| Employer contribution / active EE | $989 | $1,531-35.4% | $2,812-64.8% | $2,544-61.1% |
| Participant deferral / active EE | $1,127 | $2,617-57.0% | $4,426-74.5% | $4,237-73.4% |
| Admin fee / account holder | $178 | $567-68.5% | $5,425-96.7% | $593-69.9% |