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 | $14,704 | $71,516-79.4% | $98,439-85.1% | $71,457-79.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 14.24% | 32.41%-18.2pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $879 | $2,399-63.3% | $3,048-71.1% | $2,588-66.0% |
| Participant deferral / active EE | $1,399 | $4,109-65.9% | $4,738-70.5% | $4,289-67.4% |
| Admin fee / account holder | $86 | $1,675-94.8% | $8,948-99.0% | $1,587-94.6% |