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 10-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 | $38,564 | $45,283-14.8% | $155,790-75.2% | $52,331-26.3% |
| Participation rate | 50.4% | 62.2%-11.8pp | 76.1%-25.7pp | 68.1%-17.7pp |
| Annual return | 0.50% | 1.80%-1.3pp | 71.54%-71.0pp | 4.54%-4.0pp |
| Employer contribution / active EE | $973 | $1,329-26.7% | $3,836-74.6% | $1,882-48.3% |
| Participant deferral / active EE | $1,644 | $2,854-42.4% | $4,797-65.7% | $3,022-45.6% |
| Admin fee / account holder | $0 | $981-100.0% | $7,478-100.0% | $592-100.0% |