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.
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 | $3,563 | $106,236-96.6% | $112,228-96.8% | $64,808-94.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.39% | -6.02%-10.4pp | 27.45%-43.8pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,006 | $3,166-68.2% | $3,635-72.3% | $2,506-59.9% |
| Participant deferral / active EE | $424 | $3,785-88.8% | $4,728-91.0% | $4,310-90.2% |
| Admin fee / account holder | $39 | $452-91.3% | $6,410-99.4% | $188-79.0% |