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 8-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 | $11,985 | $78,781-84.8% | $100,516-88.1% | $73,409-83.7% |
| Participation rate | 84.1% | 80.0%+4.1pp | 79.4%+4.7pp | 72.2%+12.0pp |
| Annual return | 89.97% | 31.69%+58.3pp | 30.89%+59.1pp | 59.29%+30.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,423 | $6,537-17.0% | $6,270-13.5% | $3,805+42.5% |
| Admin fee / account holder | $9 | $145-94.0% | $8,081-99.9% | $158-94.5% |