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.
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 | $9,450 | $42,894-78.0% | $60,874-84.5% | $68,494-86.2% |
| Participation rate | 90.6% | 66.8%+23.8pp | 73.1%+17.5pp | 67.9%+22.7pp |
| Annual return | -10.80% | -13.98%+3.2pp | 16.90%-27.7pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $393 | $2,867-86.3% | $3,817-89.7% | $4,027-90.2% |
| Admin fee / account holder | $8 | $3,101-99.7% | $3,224-99.8% | $5,403-99.9% |