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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,782 | $66,051-95.8% | $92,893-97.0% | $77,787-96.4% |
| Participation rate | 84.1% | 81.0%+3.1pp | 76.0%+8.1pp | 73.2%+10.9pp |
| Annual return | 0.00% | 20.69%-20.7pp | 109.41%-109.4pp | 32.57%-32.6pp |
| Employer contribution / active EE | $1,874 | $3,426-45.3% | $3,653-48.7% | $2,504-25.2% |
| Participant deferral / active EE | $398 | $3,013-86.8% | $4,236-90.6% | $3,967-90.0% |
| Admin fee / account holder | $46 | $148-68.7% | $5,794-99.2% | $100-53.8% |