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 4-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 | $5,378 | $25,014-78.5% | $69,647-92.3% | $80,856-93.3% |
| Participation rate | 53.8% | 64.2%-10.4pp | 66.5%-12.6pp | 67.6%-13.8pp |
| Annual return | 18.26% | 19.07%-0.8pp | 100.48%-82.2pp | 35.59%-17.3pp |
| Employer contribution / active EE | $862 | $993-13.2% | $1,712-49.6% | $2,755-68.7% |
| Participant deferral / active EE | $3,263 | $1,839+77.5% | $2,886+13.1% | $4,296-24.0% |
| Admin fee / account holder | $33 | $2,488-98.7% | $4,713-99.3% | $6,918-99.5% |