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 4-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 | $7,887 | $81,233-90.3% | $155,567-94.9% | $80,874-90.2% |
| Participation rate | 80.2% | 66.2%+14.0pp | 78.2%+2.0pp | 67.6%+12.6pp |
| Annual return | 14.14% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,716 | $3,452-21.3% | $5,628-51.7% | $4,297-36.8% |
| Admin fee / account holder | $29 | $7,998-99.6% | $15,916-99.8% | $6,935-99.6% |