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.
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 | $5,415 | $46,292-88.3% | $143,757-96.2% | $64,808-91.6% |
| Participation rate | 82.5% | 64.2%+18.3pp | 80.3%+2.2pp | 71.5%+11.0pp |
| Annual return | -11.29% | -10.05%-1.2pp | -0.04%-11.3pp | 32.82%-44.1pp |
| Employer contribution / active EE | $359 | $1,910-81.2% | $4,951-92.7% | $2,506-85.7% |
| Participant deferral / active EE | $1,049 | $2,646-60.3% | $5,637-81.4% | $4,310-75.7% |
| Admin fee / account holder | $25 | $154-83.5% | $14,673-99.8% | $188-86.5% |