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.
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 | $14,148 | $50,458-72.0% | $159,960-91.2% | $64,808-78.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.0%+22.0pp | 71.5%+28.5pp |
| Annual return | -17.41% | -13.42%-4.0pp | 408.60%-426.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,637 | $1,722-5.0% | $4,226-61.3% | $2,506-34.7% |
| Participant deferral / active EE | $923 | $4,004-76.9% | $6,182-85.1% | $4,310-78.6% |
| Admin fee / account holder | $121 | $706-82.9% | $8,698-98.6% | $188-35.8% |