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 7-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 | $6,687 | $65,322-89.8% | $70,449-90.5% | $73,488-90.9% |
| Participation rate | 99.3% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.6pp |
| Annual return | 15.57% | 15.71%-0.1pp | 109.03%-93.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $636 | $2,460-74.1% | $2,737-76.8% | $2,270-72.0% |
| Participant deferral / active EE | $1,361 | $3,375-59.7% | $3,709-63.3% | $3,740-63.6% |
| Admin fee / account holder | $16 | $214-92.7% | $3,845-99.6% | $513-97.0% |