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 | $38,160 | $46,966-18.8% | $185,117-79.4% | $69,631-45.2% |
| Participation rate | 50.0% | 65.3%-15.3pp | 77.3%-27.3pp | 70.7%-20.7pp |
| Annual return | 20.02% | 22.36%-2.3pp | 40.50%-20.5pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $1,015 | $1,360-25.4% | $4,182-75.7% | $2,032-50.0% |
| Participant deferral / active EE | $1,747 | $3,017-42.1% | $5,045-65.4% | $3,224-45.8% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |