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 | $16,386 | $93,571-82.5% | $135,903-87.9% | $75,163-78.2% |
| Participation rate | 82.6% | 75.2%+7.4pp | 81.9%+0.7pp | 67.2%+15.4pp |
| Annual return | 23.21% | 30.90%-7.7pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,592 | $6,404+18.5% | $7,758-2.1% | $4,125+84.0% |
| Admin fee / account holder | $23 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |