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.
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 | $1,103 | $54,237-98.0% | $90,281-98.8% | $67,579-98.4% |
| Participation rate | 86.0% | 68.6%+17.3pp | 73.3%+12.7pp | 71.3%+14.7pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.10%-78.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $799 | $1,846-56.7% | $2,854-72.0% | $2,148-62.8% |
| Participant deferral / active EE | $127 | $2,625-95.2% | $3,885-96.7% | $3,539-96.4% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |