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 | $86,298 | $88,634-2.6% | $101,326-14.8% | $74,304+16.1% |
| Participation rate | 67.2% | 76.9%-9.6pp | 81.5%-14.3pp | 60.3%+6.9pp |
| Annual return | 17.41% | 33.10%-15.7pp | 36.82%-19.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,469 | $2,930-15.7% | $3,665-32.6% | $2,241+10.2% |
| Participant deferral / active EE | $4,719 | $7,322-35.6% | $7,994-41.0% | $3,767+25.3% |
| Admin fee / account holder | $5 | $2,425-99.8% | $11,185-100.0% | $2,969-99.8% |