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.
Employer 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 | $7,718 | $63,764-87.9% | $81,930-90.6% | $79,858-90.3% |
| Participation rate | 81.9% | 67.5%+14.4pp | 72.0%+9.9pp | 69.6%+12.3pp |
| Annual return | 18.89% | 22.66%-3.8pp | 29.49%-10.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,413 | $2,780+22.7% | $7,107-52.0% | $3,740-8.8% |
| Admin fee / account holder | $18 | $4,426-99.6% | $5,158-99.7% | $5,306-99.7% |