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 | $3,878 | $52,670-92.6% | $90,404-95.7% | $73,409-94.7% |
| Participation rate | 85.2% | 67.7%+17.6pp | 72.7%+12.6pp | 72.2%+13.1pp |
| Annual return | 45.80% | 20.70%+25.1pp | 1293.02%-1247.2pp | 59.29%-13.5pp |
| Employer contribution / active EE | $1,722 | $1,872-8.0% | $3,262-47.2% | $2,234-22.9% |
| Participant deferral / active EE | $298 | $2,807-89.4% | $3,963-92.5% | $3,805-92.2% |
| Admin fee / account holder | $1 | $117-99.5% | $5,611-100.0% | $158-99.6% |