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 6-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 | $22,973 | $37,393-38.6% | $77,024-70.2% | $66,914-65.7% |
| Participation rate | 28.2% | 52.9%-24.6pp | 67.9%-39.7pp | 69.8%-41.6pp |
| Annual return | -16.49% | -3.29%-13.2pp | 42.32%-58.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,828 | $2,617-30.1% | $4,426-58.7% | $4,237-56.8% |
| Admin fee / account holder | $237 | $567-58.2% | $5,425-95.6% | $593-60.0% |