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 | $44,948 | $50,287-10.6% | $112,229-59.9% | $80,160-43.9% |
| Participation rate | 21.9% | 52.9%-31.0pp | 72.4%-50.5pp | 72.9%-51.0pp |
| Annual return | 18.28% | 19.72%-1.4pp | 30.20%-11.9pp | 40.38%-22.1pp |
| Employer contribution / active EE | $615 | $1,211-49.2% | $3,430-82.1% | $2,978-79.3% |
| Participant deferral / active EE | $1,202 | $2,265-46.9% | $4,798-74.9% | $5,017-76.0% |
| Admin fee / account holder | $9 | $116-92.3% | $7,748-99.9% | $145-93.8% |