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 | $69,536 | $64,119+8.4% | $112,228-38.0% | $66,914+3.9% |
| Participation rate | 63.2% | 68.5%-5.3pp | 75.1%-11.9pp | 69.8%-6.6pp |
| Annual return | -18.01% | -13.81%-4.2pp | 27.45%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,327 | $3,005-22.6% | $3,635-36.0% | $2,544-8.5% |
| Participant deferral / active EE | $5,564 | $3,693+50.7% | $4,728+17.7% | $4,237+31.3% |
| Admin fee / account holder | $66 | $625-89.4% | $6,410-99.0% | $593-88.8% |