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 8-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 | $28,455 | $56,423-49.6% | $77,163-63.1% | $71,457-60.2% |
| Participation rate | 47.6% | 64.3%-16.7pp | 69.6%-22.0pp | 67.9%-20.3pp |
| Annual return | 16.84% | 19.05%-2.2pp | 37.87%-21.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,345 | $1,866-27.9% | $2,535-46.9% | $2,588-48.0% |
| Participant deferral / active EE | $1,874 | $3,142-40.3% | $3,833-51.1% | $4,289-56.3% |
| Admin fee / account holder | $15 | $1,429-99.0% | $5,472-99.7% | $1,587-99.1% |