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 | $27,214 | $54,558-50.1% | $76,002-64.2% | $74,546-63.5% |
| Participation rate | 65.1% | 60.3%+4.8pp | 69.1%-3.9pp | 67.2%-2.1pp |
| Annual return | 15.30% | 31.83%-16.5pp | 360.07%-344.8pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $768 | $1,778-56.8% | $2,688-71.4% | $2,624-70.7% |
| Participant deferral / active EE | $1,431 | $3,065-53.3% | $4,257-66.4% | $4,347-67.1% |
| Admin fee / account holder | $65 | $2,232-97.1% | $6,414-99.0% | $1,944-96.6% |