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 4-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 | $22,818 | $61,156-62.7% | $185,823-87.7% | $79,386-71.3% |
| Participation rate | 38.3% | 66.6%-28.3pp | 81.7%-43.4pp | 70.7%-32.4pp |
| Annual return | 31.30% | 19.45%+11.9pp | 122.05%-90.8pp | 116.85%-85.6pp |
| Employer contribution / active EE | $1,101 | $2,321-52.6% | $5,167-78.7% | $2,427-54.6% |
| Participant deferral / active EE | $2,421 | $2,789-13.2% | $5,568-56.5% | $4,046-40.1% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |