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 | $31,682 | $45,031-29.6% | $84,966-62.7% | $77,643-59.2% |
| Participation rate | 31.9% | 48.7%-16.7pp | 67.5%-35.6pp | 70.6%-38.6pp |
| Annual return | 28.32% | 79.22%-50.9pp | 66.38%-38.1pp | 31.24%-2.9pp |
| Employer contribution / active EE | $1,453 | $1,609-9.7% | $2,727-46.7% | $2,726-46.7% |
| Participant deferral / active EE | $1,995 | $2,807-28.9% | $4,519-55.9% | $4,647-57.1% |
| Admin fee / account holder | $13 | $912-98.5% | $6,149-99.8% | $430-96.9% |