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 9-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 | $74,976 | $65,061+15.2% | $143,757-47.8% | $66,914+12.0% |
| Participation rate | 68.1% | 65.2%+2.9pp | 80.3%-12.2pp | 69.8%-1.7pp |
| Annual return | -16.12% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,894 | $2,361+64.9% | $4,951-21.4% | $2,544+53.0% |
| Participant deferral / active EE | $2,691 | $2,919-7.8% | $5,637-52.3% | $4,237-36.5% |
| Admin fee / account holder | $38 | $502-92.4% | $14,673-99.7% | $593-93.6% |