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.
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 | $7,614 | $86,929-91.2% | $102,423-92.6% | $80,856-90.6% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.6%+30.1pp |
| Annual return | 15.31% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,476 | $2,369-37.7% | $3,023-51.2% | $2,755-46.4% |
| Participant deferral / active EE | $3,405 | $4,118-17.3% | $5,053-32.6% | $4,296-20.7% |
| Admin fee / account holder | $11 | $8,049-99.9% | $9,451-99.9% | $6,918-99.8% |