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.
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 | $18,262 | $84,487-78.4% | $125,339-85.4% | $66,914-72.7% |
| Participation rate | 94.6% | 76.4%+18.1pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.72% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,297 | $3,553-63.5% | $4,814-73.0% | $2,544-49.0% |
| Participant deferral / active EE | $8,544 | $6,781+26.0% | $7,446+14.7% | $4,237+101.7% |
| Admin fee / account holder | $8 | $685-98.9% | $10,010-99.9% | $593-98.7% |