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.
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 | $6,696 | $81,719-91.8% | $101,248-93.4% | $90,288-92.6% |
| Participation rate | 90.5% | 80.7%+9.8pp | 75.8%+14.7pp | 73.4%+17.2pp |
| Annual return | 39.88% | 337.64%-297.8pp | 46.47%-6.6pp | 53.97%-14.1pp |
| Employer contribution / active EE | $2,235 | $3,622-38.3% | $3,660-38.9% | $2,524-11.4% |
| Participant deferral / active EE | $713 | $3,310-78.4% | $4,370-83.7% | $4,232-83.1% |
| Admin fee / account holder | $93 | $162-42.5% | $5,945-98.4% | $114-18.4% |