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 | $52,413 | $55,347-5.3% | $120,354-56.5% | $199,593-73.7% |
| Participation rate | 24.4% | 52.9%-28.5pp | 71.9%-47.5pp | 72.0%-47.6pp |
| Annual return | 14.04% | 15.37%-1.3pp | 107.15%-93.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $678 | $1,296-47.6% | $3,463-80.4% | $3,034-77.6% |
| Participant deferral / active EE | $1,298 | $2,350-44.8% | $4,991-74.0% | $5,087-74.5% |
| Admin fee / account holder | $6 | $134-95.7% | $9,423-99.9% | $269-97.9% |