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 | $24,353 | $122,239-80.1% | $184,203-86.8% | $74,495-67.3% |
| Participation rate | 86.8% | 85.5%+1.3pp | 86.8%0pp | 67.2%+19.6pp |
| Annual return | 30.34% | 19.95%+10.4pp | 28.81%+1.5pp | 1364.94%-1334.6pp |
| Employer contribution / active EE | $265 | $4,537-94.2% | $6,427-95.9% | $2,623-89.9% |
| Participant deferral / active EE | $7,571 | $7,139+6.1% | $9,131-17.1% | $4,346+74.2% |
| Admin fee / account holder | $27 | $1,260-97.8% | $13,901-99.8% | $1,942-98.6% |