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 5-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 | $19,143 | $79,171-75.8% | $102,423-81.3% | $74,495-74.3% |
| Participation rate | 80.4% | 74.8%+5.6pp | 76.5%+3.9pp | 67.2%+13.2pp |
| Annual return | 28.73% | 54.93%-26.2pp | 29.32%-0.6pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,366 | $4,415+44.2% | $5,053+26.0% | $4,346+46.5% |
| Admin fee / account holder | $24 | $2,001-98.8% | $9,451-99.7% | $1,942-98.8% |