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 | $25,398 | $26,549-4.3% | $61,373-58.6% | $66,914-62.0% |
| Participation rate | 14.4% | 38.1%-23.7pp | 52.6%-38.2pp | 69.8%-55.4pp |
| Annual return | -17.10% | -16.21%-0.9pp | 338.61%-355.7pp | 1.58%-18.7pp |
| Employer contribution / active EE | $361 | $651-44.7% | $1,159-68.9% | $2,544-85.8% |
| Participant deferral / active EE | $678 | $1,338-49.4% | $2,125-68.1% | $4,237-84.0% |
| Admin fee / account holder | $135 | $409-67.0% | $2,130-93.7% | $593-77.2% |