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.
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 | $26,455 | $86,897-69.6% | $151,611-82.6% | $64,808-59.2% |
| Participation rate | 85.6% | 87.3%-1.6pp | 87.5%-1.9pp | 71.5%+14.2pp |
| Annual return | -16.67% | -3.57%-13.1pp | 3.33%-20.0pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,548 | $4,010-36.5% | $6,166-58.7% | $2,506+1.7% |
| Participant deferral / active EE | $11,398 | $6,690+70.4% | $8,363+36.3% | $4,310+164.4% |
| Admin fee / account holder | $128 | $153-16.4% | $11,616-98.9% | $188-31.9% |