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 9-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 | $16,326 | $84,487-80.7% | $125,339-87.0% | $66,914-75.6% |
| Participation rate | 70.4% | 76.4%-6.0pp | 82.4%-12.0pp | 69.8%+0.6pp |
| Annual return | -16.55% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,335 | $3,553-62.4% | $4,814-72.3% | $2,544-47.5% |
| Participant deferral / active EE | $2,466 | $6,781-63.6% | $7,446-66.9% | $4,237-41.8% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.8% | $593-97.5% |