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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,753 | $78,485-92.7% | $106,213-94.6% | $74,495-92.3% |
| Participation rate | 79.5% | 72.8%+6.7pp | 75.3%+4.2pp | 67.2%+12.3pp |
| Annual return | 12.54% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $791 | $2,523-68.6% | $3,171-75.1% | $2,623-69.8% |
| Participant deferral / active EE | $1,198 | $4,322-72.3% | $5,016-76.1% | $4,346-72.4% |
| Admin fee / account holder | $10 | $2,232-99.6% | $11,033-99.9% | $1,942-99.5% |